Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Duda is a financial advisor with over 30 years of experience in the industry. Brian is registered with Cambridge Investment Research Advisors, Inc. Brian has a wide range of experience in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses. Brian is committed to helping clients achieve their financial goals, whether it be retirement planning, college savings, or estate planning. Brian is a Chartered Financial Consultant and holds Series 6, SIE and Series 63 licenses.
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
MI
05/09/2017 - Present
Cambridge Investment Research Advisors, Inc. (Port Huron MI)
MI
06/24/2015 - 02/15/2017
MML INVESTORS SERVICES, LLC (PORT HURON MI)
MI
03/26/1993 - 04/30/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORT HURON MI)
WI
05/04/1993 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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