Unclaimed
Duane M. Blythe is a financial advisor with over 25 years of experience. Duane is a Registered Representative and Investment Advisor Representative, and he holds the Series 7, Series 63, Series 24, Series 51 and SIE licenses. Duane is also a Certified Financial Planner. He is currently associated with Raymond James Financial Services Advisors, Inc. where he has been working since 2009. Before joining Raymond James Financial Services Advisors, Inc. Duane had previous experience at AFS Brokerage, Inc. and AEGON USA Securities Inc. Duane has a wide range of experience serving a diverse clientele including individuals, corporations, charitable organizations and high net worth individuals. Duane provides a variety of financial services such as financial planning, portfolio management and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (JUNCTION CITY KS)
TX
02/18/1998 - 01/28/2000
AFS BROKERAGE, INC. (AUSTIN TX)
IA
12/16/1996 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 04/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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