Unclaimed
Darius Gagne is a financial advisor with Quantum Financial Advisors, LLC, a firm based in El Segundo, CA. Darius is registered with the state of California and holds the Series 7 and Series 63 licenses. Darius has over 20 years of experience in the financial services industry and is a Certified Financial Planner.
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.
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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CA
01/03/2022 - Present
Quantum Financial Advisors, LLC (Santa Monica CA)
NY
05/31/2001 - 08/02/2005
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
01/13/2000 - 04/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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