Unclaimed
Darcel Stucki is a registered investment advisor representative with Trek Financial, a firm that specializes in providing financial planning and investment management services. Darcel Stucki has been working in the financial industry since October 2013. Darcel Stucki is also a registered investment advisor representative with World Equity Group, Inc. and AXA Advisors, LLC. Darcel Stucki has experience working with a variety of client types including high-net-worth individuals, corporations, and pension plans. Darcel Stucki offers a range of services, including portfolio management, financial planning, and pension consulting. Darcel Stucki is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
UT
08/17/2017 - Present
Trek Financial (Salt Lake City UT)
UT
05/07/2015 - 05/08/2017
WORLD EQUITY GROUP, INC. (Salt Lake City UT)
UT
10/16/2013 - 05/15/2015
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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