Unclaimed
Darci Metcalf is a financial advisor with Fifth Third Securities, Inc., a firm that provides investment advice to individuals, businesses, and other organizations. Darci is registered with the Securities and Exchange Commission (SEC) and has been in the industry since 2011. Darci offers a range of financial services, including investment advice, financial planning, and portfolio management. Darci has earned the Series 6, 7, and 66 licenses from the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Securities Dealers (NASD). Darci also holds a Series 63 license and is registered with the state of Indiana as an Investment Advisor Representative (IAR).
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IN
02/03/2015 - Present
Fifth Third Securities, Inc. (BATESVILLE IN)
BOTH
Issued 02/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darci Metcalf is the right advisor for you? Invested Better is here to help.