Unclaimed
Duane McCollum is a financial advisor with Hantz Financial Services, Inc. located in Okemos, MI. Duane has been in the financial industry since 2001 and has a wide range of experience serving individual and institutional clients. Duane is registered with the state of Michigan and several other states to provide investment advice. Duane holds Series 6, 7, 24, 63, and 65 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.
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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2
MI
02/02/2011 - Present
Hantz Financial Services, Inc. (OKEMOS MI)
IA
Issued 06/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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