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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Michael Pettis is an investment advisor representative with Frost Investment Advisors, LLC in San Antonio, Texas. Duane has been in the industry since January 2021 and is registered with the state of Texas. Duane holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. His previous employment includes positions at Frost Bank, Texas Workforce Commission, Vantage Labs Intl and Unemployed. Duane has specializations in portfolio management for businesses, individuals and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Provide models to 3rd parties and receive asset-based fees
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TX
03/31/2022 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
IA
Issued 03/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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