Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Easter is a financial advisor registered in 15 states. Duane has been in the financial services industry since 2007. Duane currently works for LPL Financial LLC and has previous experience at Kestra Investment Services, LLC and Concourse Financial Group Securities, Inc. Duane has passed the Series 6, Series 63, Series 65 and SIE exams. Duane works with a variety of clients including high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and others.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
08/23/2024 - Present
LPL Financial LLC (EATONTON GA)
GA
05/02/2022 - 09/23/2022
KESTRA INVESTMENT SERVICES, LLC (Milledgeville GA)
GA
08/20/2007 - 05/02/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (MILLEDGEVILLE GA)
IA
Issued 07/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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