Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darien? Claim Your ProfileDarien Mullan is an investment advisor representative with Edelman Financial Engines. Darien has been in the financial services industry for over 5 years and has a wide range of experience. Darien is registered with the state of New Mexico and holds Series 7, 63, and 65 licenses. Darien's previous experience includes roles at Fidelity Brokerage Services and Wells Fargo Advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NM
11/21/2024 - Present
Edelman Financial Engines (ALBUQUERQUE NM)
NM
10/05/2021 - 12/14/2021
WELLS FARGO CLEARING SERVICES, LLC (ALBUQUERQUE NM)
NM
08/06/2019 - 08/23/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Darien Mullan is the right advisor for you? Invested Better is here to help.
