Unclaimed
Duane Edward Janka is a financial advisor who has been in the industry since 1994. He is currently registered with Harbour Investments, Inc. and LPL FINANCIAL LLC. Duane is a Certified Financial Planner and has a strong track record of providing financial advice to individuals, families, and businesses. He specializes in retirement planning, investment management, and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
11/10/2021 - Present
Harbour Investments, Inc. (Stevensville MI)
MI
05/01/2009 - 12/13/2021
LPL FINANCIAL LLC (STEVENSVILLE MI)
MI
03/24/1994 - 05/04/2009
EDWARD JONES (BRIDGMAN MI)
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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