Unclaimed
Jean Allen Darcy is a financial advisor with MML Investors Services, LLC. Jean has been in the industry since 1983 and is registered in several states including Virginia, North Carolina, Pennsylvania, and Florida. Jean holds the Series 6, 7, 24, 26, 63, and 65 licenses and has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Jean specializes in providing financial planning, portfolio management, and investment advisory services. Jean is committed to building strong, long-term relationships with clients and providing them with personalized financial advice.
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 programs
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.
Solicitors fees
1
2
VA
07/14/1998 - Present
MML Investors Services, LLC (Glen Allen VA)
NA
01/14/1991 - 03/01/1996
G. R. PHELPS & CO., INC.
DE
09/09/1983 - 01/16/1991
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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