Unclaimed
Dukens Holmes-tallandier is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Dukens specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Dukens has been working in the financial industry for many years and holds the Series 66 license, which enables them to provide investment advice. In addition to being a financial advisor, Dukens also owns and operates a residential and commercial cleaning business in the Bay Area.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/27/2025 - Present
Edward Jones (ST LOUIS MO)
Active
Inactive
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