Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Duchan is a financial advisor in Woodland Hills, CA, with over 27 years of experience in the financial services industry. Andrew holds Series 63 and Series 66 licenses and is a Certified Public Accountant (CPA). Andrew is affiliated with Western International Securities, Inc. and has previously held positions with Financial West Group, NFP Securities, Inc., Waddell & Reed, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Baraban Securities, Inc. Andrew provides investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Andrew's primary office location is at 5900 Canoga Ave., Ste. 220, Woodland Hills, CA 91367.
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
CA
05/11/2022 - Present
Western International Securities, Inc. (Woodland Hills CA)
CA
05/16/2006 - 08/21/2017
FINANCIAL WEST GROUP (Tarzana CA)
TX
01/08/2004 - 04/04/2006
NFP SECURITIES, INC. (AUSTIN TX)
KS
07/19/2001 - 01/09/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
05/04/1995 - 06/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/04/1995 - 06/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
10/11/1994 - 12/13/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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