Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Duim is a financial advisor with over 20 years of experience in the financial services industry. Duane has a Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. Duane works with Coldstream Wealth Management. Duane has a history of working with high-net-worth individuals, corporations, and charitable organizations. Duane helps clients with financial planning, portfolio management, pension consulting, and other financial services. Duane is committed to providing his 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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WA
06/24/2021 - Present
Coldstream Wealth Management (Mercer Island WA)
AZ
12/07/1998 - 09/06/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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