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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcia? Claim Your ProfileDarcia Lamara Lee is a financial advisor registered with Ameriprise Financial Services, LLC. Darcia has been in the industry since 2004, specializing in asset allocation, financial planning, pension consulting, and other advisory services. Darcia is also registered with the state of Maryland. Darcia previously worked at IDS Life Insurance Company and American Express Financial Advisors Inc. Darcia holds both Series 7 and Series 66 licenses as well as Series 10 and Series 24 licenses. Darcia works out of the Fort Washington, Maryland office of Ameriprise Financial Services, LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MD
02/16/2011 - Present
Ameriprise Financial Services, LLC (Fort Washington MD)
MD
10/21/2004 - 06/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
MN
10/21/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/11/2003 - 10/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/2003 - 10/20/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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