Unclaimed
Darren Henderson is a financial advisor with Corient. He is registered to provide investment advice in California and Texas. Darren has over 20 years of experience in the financial services industry. He specializes in providing investment advice to high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Darren is also a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has a strong track record of success in 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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/14/2022 - Present
Corient (NEWPORT BEACH CA)
CA
09/28/2015 - 05/25/2016
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
06/03/2008 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
NY
07/19/2001 - 06/18/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/18/1997 - 07/20/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Darren Henderson is the right advisor for you? Invested Better is here to help.