Unclaimed
Darrick Chris Zahlmann has been in the financial industry since August 7, 2000. Darrick Zahlmann is currently registered with M. S. Howells & Co. in Scottsdale, AZ. Darrick Zahlmann has previously been employed by CROWN CAPITAL SECURITIES, L.P., WFG INVESTMENTS, INC., INDEPENDENT FINANCIAL GROUP, LLC, SAGEPOINT FINANCIAL, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, M. S. HOWELLS & CO., ING PILGRIM SECURITIES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Darrick Zahlmann holds the Series 7 and Series 66 licenses. Darrick Zahlmann is registered with the following states: Arizona, California, Iowa, Michigan, Nevada, New Mexico, and New York.
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.
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.
1
2
AZ
10/03/2023 - Present
M. S. Howells & Co. (SCOTTSDALE AZ)
AZ
08/28/2017 - 10/05/2023
CROWN CAPITAL SECURITIES, L.P. (Peoria AZ)
AZ
10/31/2014 - 08/30/2017
WFG INVESTMENTS, INC. (PEORIA AZ)
AZ
08/15/2013 - 10/31/2014
INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)
AZ
04/03/2006 - 08/20/2013
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
09/10/2002 - 04/04/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (PHOENIX AZ)
IN
09/10/2002 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
04/03/2002 - 08/05/2002
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
CT
03/07/2001 - 02/11/2002
ING PILGRIM SECURITIES, INC. (WINDSOR CT)
NY
05/15/2000 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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