Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Dudley Jones is a financial advisor with Osaic Wealth, Inc. located in Orlando, FL. Daryl has been in the industry since May 1999. Daryl is registered in 13 states and has several licenses and certifications including Series 6, 7, 24, 63 and 65. Daryl provides investment advisory and financial planning services for individuals and businesses. Daryl is also a partner/owner of 1-Apex Wealth Management 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.
1
2
FL
08/23/2024 - Present
Osaic Wealth, Inc. (ORLANDO FL)
FL
03/19/2010 - 08/23/2024
TRIAD ADVISORS LLC (ORLANDO FL)
FL
07/07/2005 - 03/26/2010
GUNNALLEN FINANCIAL, INC (ORLANDO FL)
NY
05/24/1999 - 07/07/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/24/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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