Unclaimed
Duane Lamont Summers is a financial professional registered with PFS Investments Inc. and has over 25 years of experience in the industry. Duane is licensed in Illinois, Minnesota, and Washington. Duane specializes in investment company products and variable contracts. Duane has worked with PFS Investments Inc. for over 20 years and is currently registered with the firm in Chicago, Illinois. Duane is an active Registered Representative and holds the Series 6, Series 63, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/20/2007 - Present
PFS Investments Inc. (CHICAGO IL)
GA
02/20/2001 - 02/03/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
11/27/1995 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Duane Summers is the right advisor for you? Invested Better is here to help.