Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aurelia? Claim Your ProfileAurelia Dukes is an investment advisor representative with over 30 years of experience in the financial services industry. Aurelia is currently registered with Osaic Wealth, Inc. in California and Florida. Previously, Aurelia worked for The Lincoln National Life Insurance Company in Indiana and CIGNA Financial Advisors, Inc. in Pennsylvania. Aurelia is a Series 63, Series 65, and Series 2 licensed professional. She holds a SIE and a Series 22 license as well. Aurelia has experience with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Aurelia's areas of expertise include financial planning, portfolio management, and pension consulting. Aurelia is committed to providing her clients with personalized financial advice and 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.
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
01/24/2025 - Present
Osaic Wealth, Inc. (SONOMA CA)
IN
11/23/2001 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/23/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 04/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/20/1992
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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