Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Gee is a financial advisor registered in California and Texas. Darren has been working in the financial industry since January 28, 2016. Darren is currently a registered representative at Stratos Wealth Partners, Ltd. and has been with the firm since July 2024. Prior to this, Darren worked at Charles Schwab & Co., Inc. and JP Morgan Securities LLC. Darren holds the Series 6, 7TO, 63, and 65 licenses. Darren is a Certified Financial Planner. Darren has a strong commitment to providing clients with personalized financial advice and guidance. Darren is passionate about helping clients 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.
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.
Percentage of assets under management with third party managers
1
2
CA
07/31/2024 - Present
Stratos Wealth Partners, Ltd. (Redwood City CA)
CA
10/16/2018 - 07/30/2024
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
01/26/2016 - 10/12/2018
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
IA
Issued 12/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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