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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tscharner? Claim Your ProfileTscharner Marie Darby is a financial advisor at Fidelity Personal And Workplace Advisors. Tscharner has been in the industry since December 6, 2017, and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Florida and Texas. Tscharner is a registered representative and investment advisor representative. Tscharner has passed the Series 7, Series 9, Series 10, Series 63 and the SIE exams. Tscharner is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Tscharner has a wide range of experience in the financial services industry. Tscharner specializes in providing financial advice to individuals and families, as well as businesses and retirement plans. Tscharner is committed to providing clients with personalized service and sound financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
12/04/2024 - Present
Fidelity Personal AND Workplace Advisors (ST. JOHNS FL)
BC
Issued 12/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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