Unclaimed
Daryl Kent Weeden is a financial advisor at Osaic Wealth, Inc., a firm with a focus on providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. With over 35 years of experience in the financial services industry, Daryl has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Daryl is a Certified Financial Planner and holds a California Department of Insurance license, demonstrating his expertise in providing comprehensive financial guidance.
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
NV
06/14/2024 - Present
Osaic Wealth, Inc. (Reno NV)
NV
09/15/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Reno NV)
NV
10/09/2012 - 09/19/2017
NATIONAL PLANNING CORPORATION (Reno NV)
CA
10/03/2011 - 10/12/2012
LPL FINANCIAL LLC (LOOMIS CA)
CA
03/22/1999 - 10/04/2011
SECURITIES AMERICA, INC. (SACRAMENTO CA)
SC
12/09/1994 - 03/15/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
02/16/1993 - 01/11/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/16/1993 - 01/11/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
TX
02/19/1986 - 01/19/1993
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
12/06/1985 - 01/10/1986
UR FINANCIAL, INC., A CALIFORNIA CORPORATION
NA
05/29/1985 - 10/09/1985
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 07/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/06/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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