Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Stevens is a financial professional with over 28 years of experience in the industry. Duane is registered as an investment advisor representative with Alera Investment Advisors, LLC and is also a Registered Representative with Triad Advisors, Inc. Duane is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® designee. Duane is active in providing financial services to individuals, corporations, pension plans, and other clients. Duane Stevens provides investment advisory services to clients through Alera Investment Advisors, LLC, a Registered Investment Advisor.
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.
1
2
IL
04/20/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Downers Grove IL)
IL
08/09/1995 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Downers Grove IL)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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