Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcee? Claim Your ProfileDarcee Campanella is a financial advisor with over 30 years of experience in the industry. Darcee is currently registered with D.a. Davidson & Co. and has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Darcee provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals and publication of periodicals. Darcee is registered with the state of Montana and holds Series 7, Series 63 and Series 65 licenses as well as the SIE designation.
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
MT
01/13/2023 - Present
D.a. Davidson & Co. (BILLINGS MT)
MT
02/13/2008 - 01/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BILLINGS MT)
MT
07/31/1998 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (BILLINGS MT)
NY
05/13/1992 - 08/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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