Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Duncan is a financial advisor with over 20 years of experience in the industry. Darlene is currently registered as an investment advisor representative with Expressive Wealth LLC. Darlene has a wide range of experience in financial services, including working with high-net-worth individuals and other clients. Darlene provides a variety of financial services, including financial planning, pension consulting, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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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IL
08/28/2024 - Present
Expressive Wealth LLC (CHICAGO IL)
FL
01/14/2016 - 07/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Destin FL)
FL
10/01/1999 - 02/18/2015
WELLS FARGO ADVISORS, LLC (DESTIN FL)
NC
08/12/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
05/11/1993 - 12/24/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NJ
01/01/1991 - 06/25/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/22/1990 - 01/01/1991
ROTAN MOSLE INC.
KY
04/13/1981 - 08/05/1989
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 04/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
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