Unclaimed
Darren Edward Watson is an investment advisor representative with Osaic Wealth, Inc. based in San Diego, California. Darren has been in the industry since 2003 and has held previous positions at Woodbury Financial Services, Inc., U.S. Bancorp Investments, Inc., UnionBanc Investment Services, LLC, LPL Financial Corporation and WM Financial Services, Inc.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
08/29/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
04/16/2012 - 09/13/2019
U.S. BANCORP INVESTMENTS, INC. (ENCINITAS CA)
CA
03/19/2010 - 04/16/2012
UNIONBANC INVESTMENT SERVICES, LLC (SPRING VALLEY CA)
CA
01/23/2007 - 01/27/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
05/15/2001 - 07/13/2006
WM FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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