Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Kathryn Duncan is a financial advisor with over 20 years of experience in the industry. Amy is registered with Osaic Wealth, Inc. and has a broad range of experience in financial planning and investment management. Amy is also a registered representative with Woodbury Financial Services, Inc. and offers life insurance products, disability insurance, and fixed products. Amy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CO
01/19/2024 - Present
Osaic Wealth, Inc. (LITTLETON CO)
CO
02/03/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LITTLETON CO)
IA
Issued 02/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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