Unclaimed
Darcy Parrish is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Darcy has been in the industry since 2008. Darcy holds the Series 7, Series 66 and SIE licenses. Darcy also holds the Certified Financial Planner designation. Darcy specializes in providing financial planning, investment management, and consulting services to a wide range of clients. Darcy is registered to conduct business in 26 states. Darcy is a licensed agent in 25 states and a Registered Investment Advisor in 4 states.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/02/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SPRINGFIELD MO)
MO
10/13/2008 - 07/02/2021
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MO)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Darcy Parrish is the right advisor for you? Invested Better is here to help.