Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcy? Claim Your ProfileDarcy Jo Beeman is a financial advisor with Edward Jones. Darcy has been in the industry since 2000 and has a strong track record of success. Darcy has extensive experience providing financial advice to individuals, families, and businesses. Darcy holds the Series 7, Series 63, Series 65, and Series 24 licenses, as well as the SIE designation. Darcy also holds the Certified Financial Planner (CFP) designation, which means they have met rigorous standards of education, experience, and ethics. Darcy is committed to helping clients reach their financial goals. Darcy Jo Beeman is registered in 23 states and the District of Columbia and provides financial planning and portfolio management services. Darcy works with Edward Jones to provide a wide range of investment options.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/26/2014 - Present
Edward Jones (FT LAUDERDALE FL)
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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