Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darcy? Claim Your ProfileDarcy Rhea Newton is a financial professional with over 25 years of experience in the industry. Darcy is currently registered with Equitable Advisors, LLC in Syracuse, New York. Darcy has a strong background in financial planning and portfolio management, and is committed to providing personalized advice to help clients achieve their financial goals. Previously, Darcy has held positions at CADARET, GRANT & CO., INC., AXA ADVISORS, LLC, and MONY SECURITIES CORPORATION. Darcy is a Series 63, 7, 27, and SIE licensed professional.
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.
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NY
12/09/2021 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NY
08/16/2011 - 11/29/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/01/2005 - 06/27/2011
AXA ADVISORS, LLC (SYRACUSE NY)
NY
11/30/1995 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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