Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Chelgren is a financial professional with over 35 years of experience in the industry. Duane has been with Calton & Associates, Inc. since 2003. Prior to that, Duane worked at FOX & COMPANY INVESTMENTS INC. and DEAN WITTER REYNOLDS INC. Duane is registered with FINRA and holds Series 3, 7, and 63 licenses as well as the SIE exam. Duane is registered in Arizona, California, Florida, Georgia, Minnesota, Montana, North Dakota, and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
05/09/2003 - Present
Calton & Associates, Inc. (MESA AZ)
AZ
01/08/1992 - 05/13/2003
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NY
05/22/1986 - 01/02/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 05/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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