Darlene Elizabeth Dailey
AIF®Professional Summary
Darlene Elizabeth Dailey, AIF®, who also goes by Darlene Elizabeth Fortenberry, Darlene Elizabeth Sova, was a registered financial advisor. Darlene was a previously registered financial professional and started their career in finance 1994 - 2020. Darlene had worked at 11 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6, Series 24, Series 51 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Darlene Elizabeth Fortenberry, Darlene Elizabeth Sova
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BROKERAGE360 | VERITY INVESTMENTS, INC.
Contact Information
Established
North Carolina since 06/27/2011Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2022About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 1998About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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