Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Duran is a financial advisor with over 16 years of experience in the industry. Adrian currently works with Integrated Wealth Concepts LLC, an independent investment advisor firm that specializes in providing financial planning, portfolio management and selection of other advisors. Adrian is licensed to provide advisory services in California and Colorado. Adrian has a strong track record of helping clients achieve their financial goals. Adrian is committed to providing personalized service and helping clients make informed financial decisions.
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.
Helps you choose top advisors aligned with your financial goals.
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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CO
03/10/2023 - Present
Integrated Wealth Concepts LLC (DENVER CO)
KS
01/13/2022 - 10/12/2022
CETERA ADVISORS LLC (OVERLAND PARK KS)
MN
07/16/2021 - 12/23/2021
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
06/11/2019 - 06/25/2021
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
CO
12/04/2017 - 06/14/2021
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
WI
12/11/2015 - 11/10/2017
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
12/11/2015 - 11/10/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
12/11/2015 - 11/10/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
WI
12/11/2015 - 11/10/2017
SII INVESTMENTS, INC. (APPLETON WI)
CO
02/06/2015 - 11/30/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
04/19/2004 - 12/14/2012
COUNTRY CAPITAL MANAGEMENT COMPANY (LITTLETON CO)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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