Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane F. Porter is a financial professional with over 20 years of experience in the industry. Duane has held various roles at financial institutions including Edward Jones and CUSO Financial Services, LP. Duane is currently registered with Money Concepts Capital Corp. as a Registered Representative and Investment Advisor Representative in Oregon. Duane is also licensed in several other states, including Arizona, California, Idaho, Minnesota, New York, North Dakota and Oregon. Duane's specializations include retirement planning, college savings, and insurance planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
OR
09/13/2019 - Present
Money Concepts Capital Corp. (Prineville OR)
CA
08/12/2019 - 08/30/2019
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
OR
02/28/2014 - 07/23/2019
CUSO FINANCIAL SERVICES, L.P. (Prineville OR)
OR
11/01/2002 - 12/26/2013
CUNA BROKERAGE SERVICES, INC. (BEND OR)
MO
01/09/2001 - 10/16/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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