Unclaimed
Darcie Lorraine Crowe is a registered investment advisor representative with Canaccord Genuity Wealth Management (usa) Inc. in VANCOUVER. Darcie has been in the industry since 2012 and holds the Series 38, Series 63, Series 65, and SIE licenses. Darcie is also licensed in California, Florida, Illinois, Massachusetts, Nevada, New Jersey, and New York. Darcie specializes in providing portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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07/04/2018 - Present
Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER )
IA
Issued 07/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 38 - Canada Module of the General Securities Registered Representative (Without Options Questions)
Active
Inactive
F
FINRA
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