Unclaimed
Darrin Miles is a financial advisor registered with Valic Financial Advisors, Inc. Darrin has been working in the financial services industry since February 2018. Darrin has experience working at both NYLIFE Securities LLC and Valic Financial Advisors, Inc. Darrin is licensed to provide advisory services in several states including New Jersey, New York and Pennsylvania. Darrin specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Darrin is also a facilitator for Real World Academy, a non-profit organization that provides youth development services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
NJ
11/19/2024 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NJ
02/04/2021 - 03/15/2023
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NJ
02/05/2018 - 01/19/2021
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
IA
Issued 02/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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