Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Duke is a financial advisor with over 20 years of experience in the financial services industry. Andrea is currently registered with Cambridge Investment Research Advisors, Inc. in Oklahoma and Texas. Prior to joining Cambridge Investment Research Advisors, Inc., Andrea was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and Edward Jones. Andrea is a Series 63, 66 and 7 licensed professional and holds the SIE designation. Andrea also has a strong background in insurance. Andrea has experience providing advisory services for individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
03/10/2014 - Present
Cambridge Investment Research Advisors, Inc. (Tulsa OK)
OK
10/23/2009 - 11/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
02/24/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TULSA OK)
OK
11/27/2002 - 03/01/2006
EDWARD JONES (TULSA OK)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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