Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Dukart is a financial advisor with Lion Street Advisors, LLC. Derek has been in the financial industry since 2001 and has a variety of experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Derek is registered with the state of Oregon and has the following licenses: Series 6, Series 7, Series 63, and Series 66. Derek also owns Duke Financial Partners LLC, where he sells insurance.
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.
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.
1
2
OR
01/23/2017 - Present
Lion Street Advisors, LLC (LAKE OSWEGO OR)
OR
11/09/2012 - 01/23/2017
PARK AVENUE SECURITIES LLC (PORTLAND OR)
NJ
08/07/2001 - 09/30/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Dukart is the right advisor for you? Invested Better is here to help.
