Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Froelicher is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Duane is a registered investment advisor in Kentucky and has been in the industry since September 3, 2000. Previously, Duane was registered with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Carillon Investments, Inc., Donahue Securities, Inc., and Fidelity Brokerage Services LLC. Duane is also a licensed insurance agent for various independent insurance companies. Duane has extensive experience in providing investment advice to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KY
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (FLORENCE KY)
IN
03/01/2002 - 10/18/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/01/2002 - 10/18/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
04/04/2001 - 01/31/2002
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
OH
02/14/2001 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
RI
03/17/2000 - 11/03/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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