Unclaimed
Duane Marshall Hettlinger is a financial advisor with over 20 years of experience in the industry. Duane is currently registered with Equity Services, Inc. in Montpelier, VT. Duane's previous experience includes roles with GWN Securities Inc., Sentinel Financial Services Company, OneAmerica Securities, Inc., Legend Equities Corporation, and Chatfield Dean & Co., Inc. Duane has a broad range of experience and expertise in various financial services, including financial planning, pension consulting, and portfolio management. Duane is dedicated to providing clients with personalized financial advice and guidance.
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.
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
VT
06/22/2011 - Present
Equity Services, Inc. (MONTPELIER VT)
FL
01/16/2008 - 08/27/2010
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
VT
07/28/2004 - 03/02/2006
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
IN
07/15/2002 - 02/20/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
FL
12/21/2001 - 07/03/2002
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
VT
03/21/2000 - 10/23/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
03/21/2000 - 10/19/2001
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
IL
03/19/1997 - 12/08/1999
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
CO
04/30/1996 - 06/17/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Duane Hettlinger is the right advisor for you? Invested Better is here to help.