Unclaimed
Darcy Stroinski is a financial advisor with Cetera Investment Advisers LLC. Darcy has been working in the financial services industry since December 17, 2000. Darcy is registered with the state of Iowa and holds the Series 6, 7, 63, and 66 securities licenses. Darcy also holds the SIE exam. Darcy's previous experience includes working with Locust Street Securities, Inc. Darcy is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
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.
1
2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALTOONA IA)
IA
12/18/2000 - 03/27/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 2/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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