Unclaimed
Darcy McLinden is a financial advisor with Raymond James Financial Services Advisors, Inc. Darcy has been in the financial services industry since 2009 and has experience providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Darcy holds a Series 7 and Series 66 license. Darcy provides financial planning, investment management, and retirement planning services to clients. Darcy is committed to providing personalized financial advice to help clients achieve their financial goals. Darcy is also a member of the community, involved in supporting local charities and organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
10/31/2019 - Present
Raymond James Financial Services Advisors, Inc. (THE WOODLANDS TX)
TX
02/09/2009 - 11/05/2019
EDWARD JONES (THE WOODLANDS TX)
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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