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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darci? Claim Your ProfileDarci Zaunmiller is a financial advisor who has been working in the industry since 2006. Darci is a Certified Financial Planner™ professional and holds the Series 6, 7, 10, 63, 65, and SIE licenses. Darci Zaunmiller currently works for Ellevest, where Darci provides financial planning, portfolio management for individuals and businesses, and educational seminars. Previously, Darci worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Vanguard Marketing Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial planning workshops; 1:1 consulting
1
2
AZ
08/28/2023 - Present
Ellevest (QUEEN CREEK AZ)
AZ
01/06/2009 - 06/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
03/16/2006 - 08/07/2007
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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