Unclaimed
Darren Blanchard is an active financial advisor with over 23 years of experience in the industry. Darren has a Series 66, Series 7 and SIE licenses and is registered with Osaic Wealth, Inc. in multiple states. Darren has previously worked for SECURITIES AMERICA, INC., KMS FINANCIAL SERVICES, INC., MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, CITISTREET EQUITIES LLC and UBS PAINEWEBBER INC. Darren's areas of specialization include: * Retirement Planning * College Savings Planning * Estate Planning * Insurance * Tax Planning * Investment Management
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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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (Vancouver WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Vancouver WA)
WA
10/12/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Vancouver WA)
WA
03/25/2017 - 10/17/2018
MML INVESTORS SERVICES, LLC (VANCOUVER WA)
OR
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HILLSBORO OR)
NJ
10/16/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
06/20/2000 - 10/19/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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