Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcy? Claim Your ProfileDarcy Lee Ecklund is a financial advisor with Ameriprise Financial Services, LLC in Clearwater, Florida. Darcy has over 20 years of experience in the financial services industry. Darcy has a wide range of experience in the financial services industry, and has worked at several firms, including RAYMOND JAMES FINANCIAL SERVICES, INC., Synergy Investment Group, LLC, LINSCO/PRIVATE LEDGER CORP., Point Direx Securities, LLC, Toad Run LLC and BLS Securities, LLC. Darcy is licensed to provide securities and investment advisory services in Alabama, Alaska, California, Florida, Massachusetts, Michigan, Minnesota, New York, North Carolina, South Carolina, Texas, and Virginia. Darcy also holds the Series 7, Series 24, Series 55, and Series 63 licenses, as well as the SIE exam. Darcy is also a registered investment advisor in Florida.
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.
Asset allocation services
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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2
FL
01/30/2024 - Present
Ameriprise Financial Services, LLC (Clearwater FL)
FL
01/02/2009 - 09/18/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
04/11/2006 - 12/31/2008
SYNERGY INVESTMENT GROUP, LLC (TAMPA FL)
FL
07/23/2004 - 04/12/2006
LINSCO/PRIVATE LEDGER CORP. (TAMPA FL)
FL
02/14/2001 - 08/16/2002
POINT DIREX SECURITIES, LLC (ORLANDO FL)
FL
01/16/2002 - 04/16/2002
TOAD RUN LLC (ORLANDO FL)
NC
07/20/2000 - 03/06/2001
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
CA
02/01/2001 - 02/08/2001
BLS SECURITIES, LLC (BEVERLY HILLS CA)
TX
07/08/1999 - 08/16/2000
SUMMIT TRADING, INC. (HOUSTON TX)
IA
Issued 03/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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