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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darsey? Claim Your ProfileDarsey Lynne Locke is a financial advisor with Osaic Wealth, Inc. Darsey has been in the financial industry since 2008 and has a wide range of experience in securities and investments. Darsey holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Darsey is also registered with the states of Alabama, Arizona and Texas. Darsey specializes in providing financial advice and portfolio management to individuals, high-net-worth individuals, corporations, and retirement plans. Osaic Wealth is an independent investment advisory firm with offices in Arizona and Alabama. The firm specializes in providing financial advice, portfolio management, and retirement planning services to individuals, families, and businesses. Osaic Wealth is committed to providing its clients with personalized service and a high level of expertise.
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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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
AZ
05/11/2017 - 07/17/2020
INVESTACORP, INC. (PHOENIX AZ)
CT
07/25/2016 - 03/20/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
TX
07/28/2014 - 06/15/2015
STATE FARM VP MANAGEMENT CORP. (KELLER TX)
TX
09/24/2013 - 12/20/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
08/17/2011 - 09/16/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
06/05/2008 - 07/19/2011
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
01/01/2008 - 03/14/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/09/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
IA
Issued 08/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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