Unclaimed
Darcie Marie Steinmetz is a financial professional with over 23 years of experience in the industry. Currently registered with Allstate Financial Services, LLC, Darcie has been serving clients since January 2009. Darcie previously worked with First Allied Securities, Inc., Clark Securities, Inc., Mutual Service Corporation, Linsco/Private Ledger Corp. and Copeland Equities, Inc., accumulating a diverse range of experience. She is licensed in Arizona, Florida, Minnesota, North Dakota, and Wisconsin and holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
MN
01/06/2009 - Present
Allstate Financial Services, LLC (BROOKLYN PARK MN)
MN
05/31/2007 - 05/27/2008
FIRST ALLIED SECURITIES, INC. (MINNEAPOLIS MN)
MN
11/16/2001 - 05/31/2007
CLARK SECURITIES, INC. (MINNEAPOLIS MN)
MA
04/20/2001 - 11/15/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
SC
06/26/2000 - 04/06/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
03/11/1999 - 03/06/2000
COPELAND EQUITIES, INC. (SOMERSET NJ)
OH
06/03/1998 - 02/17/1999
AAG SECURITIES, INC. (CINCINNATI OH)
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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