Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daron? Claim Your ProfileDaron McMillan is a financial advisor with over 28 years of experience in the industry. Daron has a Series 63, Series 65, Series 7 and SIE license, and has held past registrations with several firms including Woodbury Financial Services, Inc., and Questar Capital Corporation. Daron is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Arizona, California, Idaho, Texas, Utah and Washington.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
09/14/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ROSEVILLE CA)
CA
02/17/2011 - 09/27/2012
WOODBURY FINANCIAL SERVICES, INC. (EL DORADO HILLS CA)
CA
09/11/2006 - 02/11/2011
QA3 FINANCIAL CORP. (EL DORADO HILLS CA)
CA
12/14/2001 - 09/06/2006
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NY
03/13/2000 - 12/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
01/07/1997 - 03/13/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MN
07/11/1994 - 01/23/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MA
05/10/1994 - 07/22/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/10/1994 - 07/22/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 5/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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