Unclaimed
Darius McMillan is a financial advisor with Fidelity Personal and Workplace Advisors. Darius has been in the financial industry since 2013 and is registered with both the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA). Darius has experience working with individuals, families, and businesses. Darius holds the Series 7, 63, 66, and SIE licenses. Darius is also a Certified Financial Planner. Darius specializes in financial planning, investment management, and retirement planning. Darius's previous employers include TD Ameritrade, TMFS Advisors, LLC, and Financial Engines Advisors L.L.C. Darius is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
VA
11/21/2019 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
VA
09/23/2014 - 10/20/2015
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
05/14/2013 - 08/20/2014
EDWARD JONES (MIDLOTHIAN VA)
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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