Unclaimed
Darin Albert Simonian is a financial advisor at Beacon Pointe Advisors, LLC and has been in the industry since 1992. Darin has a background in financial planning and portfolio management. Darin holds the Series 7 and Series 63 securities licenses, as well as the SIE exam. Darin is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Beacon Pointe Advisors, LLC, Darin worked at Cambridge Investment Research, Inc. and Financial Network Investment Corporation.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
CA
01/13/2022 - Present
Beacon Pointe Advisors, LLC (Irvine CA)
CA
11/14/2011 - 04/03/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWPORT BEACH CA)
CA
12/02/2005 - 11/15/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (IRVINE CA)
CA
05/15/1992 - 12/06/2005
FSC SECURITIES CORPORATION (IRVINE CA)
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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