Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan McPhee is a financial advisor at Fidelity Personal and Workplace Advisors. Duncan has been in the financial industry for over 10 years and has a wide range of experience. Duncan is a Certified Financial Planner and holds a Series 7, Series 31 and Series 66 licenses. Duncan provides financial planning services to individuals and families, as well as portfolio management services to businesses. Duncan is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive advice.
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.
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.
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CA
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (EL SEGUNDO CA)
CA
07/31/2015 - 03/18/2022
WELLS FARGO CLEARING SERVICES, LLC (CONCORD CA)
CA
10/01/2012 - 08/12/2015
J.P. MORGAN SECURITIES LLC (CONCORD CA)
CA
05/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CONCORD CA)
CA
07/15/2011 - 05/02/2012
MORGAN STANLEY SMITH BARNEY (WALNUT CREEK CA)
BOTH
Issued 08/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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