Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Darany is a financial advisor with over 39 years of experience in the industry. Michael is a Certified Financial Planner™ professional and is currently registered with Osaic Wealth, Inc. Michael has worked in the financial industry since 1984 and has held various positions at several firms. Michael is a highly experienced advisor who is committed to providing his clients with personalized financial advice and planning. Michael specializes in providing comprehensive financial planning, tax planning, and investment management services. Michael’s primary focus is to help clients reach their financial goals and achieve financial security.
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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (COSTA MESA CA)
CA
04/10/2012 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COSTA MESA CA)
CA
12/16/2008 - 04/12/2012
NEXT FINANCIAL GROUP, INC. (TUSTIN CA)
CA
01/31/2003 - 12/26/2008
SUMMIT BROKERAGE SERVICES, INC. (TUSTIN CA)
FL
06/20/2000 - 02/03/2003
CARDINAL CAPITAL MANAGEMENT, INC. (MIAMI FL)
AZ
01/11/1994 - 07/11/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
05/10/1993 - 12/08/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
AZ
04/06/1992 - 04/29/1993
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
10/09/1991 - 01/20/1992
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
04/10/1991 - 10/09/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
MN
09/11/1989 - 03/08/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/11/1989 - 03/08/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/03/1989 - 08/30/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
FL
06/24/1983 - 04/08/1989
INVESTACORP, INC. (MIAMI FL)
BC
Issued 01/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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