Unclaimed
Darren McQuary is a registered investment advisor representative at AE Wealth Management, LLC. Darren has been in the financial services industry since January 2018. Darren is also an insurance agent and tax preparer for Baum Financial Services, which is another financial services company that Darren works for. Darren has a Series 65 license, which allows them to provide investment advice. Darren specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and retirement plans.
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.
1
2
FL
10/08/2024 - Present
AE Wealth Management, LLC (Spring Hill FL)
Active
Inactive
Not sure Darren McQuary is the right advisor for you? Invested Better is here to help.