Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Hirsch is an investment advisor representative with Corient. Duane has been in the industry for over 30 years and holds Series 7 and 63 licenses, as well as the SIE and Series 65 exams. Duane also holds the Certified Financial Planner designation. Duane has experience working with a variety of clients, including individuals, families, trusts, businesses, and charitable organizations. Duane specializes in financial planning, retirement planning, investment management, and college savings. Duane is committed to providing personalized service and helping clients achieve their financial goals.
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.
% of assets under advisement
1
2
TX
02/22/2023 - Present
Corient (HOUSTON TX)
NY
07/07/2022 - 01/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
TX
05/13/2014 - 07/08/2022
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
03/02/2010 - 05/28/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOUSTON TX)
TX
02/03/2005 - 02/16/2010
FSC SECURITIES CORPORATION (HOUSTON TX)
IN
03/30/2004 - 01/10/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NC
01/04/2003 - 09/17/2003
THE STRATEGIC ALLIANCE CORPORATION (ALBEMARLE NC)
NY
02/08/2000 - 12/03/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IL
10/25/1999 - 03/07/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NY
05/24/1999 - 11/08/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
06/09/1997 - 06/01/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
07/07/1992 - 05/09/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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