Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Darrell Miller is a financial advisor with over 19 years of experience in the industry. David has been registered with Osaic Wealth, Inc. since June 2024, and prior to that, worked with Securities America, Inc. and Sunset Financial Services, Inc. David is licensed in Texas and holds Series 7, 63, and 65 licenses. David specializes in working with individuals, high-net-worth individuals, and corporations or other businesses. David also offers financial planning, pension consulting, and educational seminars.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
TX
06/19/2009 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (DALLAS TX)
TX
05/01/2008 - 06/10/2009
SUNSET FINANCIAL SERVICES, INC. (DALLAS TX)
TX
08/13/2004 - 04/10/2008
SIGNATOR INVESTORS, INC. (DALLAS TX)
IA
Issued 07/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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