Unclaimed
Chancy Anthony Darcangelis is a financial professional with over 37 years of experience in the financial services industry. Chancy is currently registered with LPL Financial LLC. Chancy has held previous registrations with MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Chancy holds the Series 6, 7, and 63 licenses and the SIE exam. Chancy specializes in providing financial advice and services to individuals, businesses, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/10/2023 - Present
LPL Financial LLC (ALBANY NY)
NY
03/25/2017 - 07/12/2023
MML INVESTORS SERVICES, LLC (LATHAM NY)
NY
08/08/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LATHAM NY)
NY
08/08/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
BC
Issued 12/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chancy Darcangelis is the right advisor for you? Invested Better is here to help.