Unclaimed
Allen Duros is a financial advisor with Onyx Bridge Wealth Group LLC, with over 10 years of experience in the industry. Allen is a Certified Financial Planner™ professional and is registered with the state of Indiana. Allen holds the Series 7, Series 66, and SIE licenses and is also a licensed insurance agent. Allen offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Onyx Bridge Wealth Group LLC is a Registered Investment Advisor based in Tarrytown, New York, and has offices across the United States. Allen’s experience and qualifications make him a valuable resource for individuals and families seeking financial guidance.
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.
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
NY
12/02/2024 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
IN
12/16/2014 - 12/08/2020
EDWARD JONES (MCCORDSVILLE IN)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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