Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Monroe is a financial advisor registered with Osaic Wealth, Inc. Darren has been in the financial industry since February 8, 2000. Darren's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Darren is also licensed to sell life insurance. Darren has been with Osaic Wealth, Inc. since June 2024. Prior to joining Osaic Wealth, Inc. Darren worked for Securities America, Inc. and Cetera Investment Services LLC.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (Phoenix AZ)
AZ
06/29/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Phoenix AZ)
AZ
09/17/2014 - 06/28/2016
CETERA INVESTMENT SERVICES LLC (PHOENIX AZ)
AZ
11/01/2011 - 09/17/2014
CETERA FINANCIAL SPECIALISTS LLC (PHOENIX AZ)
AZ
01/06/2011 - 11/07/2011
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
09/19/2003 - 01/06/2011
ALLSTATE FINANCIAL SERVICES, LLC (GLENDALE AZ)
IL
09/16/2002 - 10/03/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AZ
04/16/2002 - 10/03/2002
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
VA
10/25/2001 - 05/15/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TX
02/18/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OR
01/25/1999 - 03/01/1999
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
AZ
03/13/1998 - 06/04/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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