Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Anthony Johnson is a Registered Representative and Investment Advisor Representative with Consolidated Portfolio Review Corp. located in Woodbury, NY. Duane has been in the financial services industry since 1999 and has experience working with both individual and institutional clients. Duane has a strong background in financial planning, portfolio management, and pension consulting. Duane is also a Chartered Financial Consultant.
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.
A percentage of the total value of assets under management is charged.
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NY
11/08/2024 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
MI
11/12/2020 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
12/04/2018 - 11/05/2020
TD AMERITRADE, INC. (Lansing MI)
MI
04/28/2014 - 09/04/2018
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
01/12/2012 - 01/15/2014
ESSEX NATIONAL SECURITIES, LLC (BRIGHTON MI)
WI
05/19/2010 - 11/29/2011
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
IA
07/24/2000 - 02/01/2010
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
03/03/1999 - 06/14/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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