Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcy? Claim Your ProfileDarcy Wadsworth is a financial advisor who has been in the industry for over 20 years. Darcy is currently registered with Intelligence Driven Advisers, LLC in both California and Florida. Darcy specializes in working with individuals, families, and small businesses, providing comprehensive financial planning, investment management, and retirement planning services. Darcy holds the Series 7, 63, and 66 licenses, and is also a Certified Financial Planner.
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.
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.
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FL
01/24/2019 - Present
Intelligence Driven Advisers, LLC (Summerland Key FL)
CA
03/02/2012 - 06/19/2014
GRADIENT SECURITIES, LLC (MURRIETA CA)
CA
10/06/2011 - 12/22/2011
WAVELAND CAPITAL PARTNERS LLC (IRVINE CA)
CA
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (TEMECULA CA)
CA
10/31/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TEMECULA CA)
NY
05/23/2003 - 11/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/14/2003 - 04/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
10/11/2000 - 03/26/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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