Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Gerard MacEachern is a financial advisor who has been working in the industry since 1988. Duncan is currently registered with LPL Financial LLC in Rochester, MI and has been registered with them since March of 2021. Duncan has previously worked for Centaurus Financial, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, First Union Securities, Inc., First of Michigan Corporation, and Shearson Lehman Hutton Inc. Duncan is licensed to sell securities in 15 states. Duncan's areas of specialization include retirement planning, investment planning, college savings planning, insurance planning, and estate planning.
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
MI
03/17/2021 - Present
LPL Financial LLC (ROCHESTER MI)
MI
05/14/2004 - 03/12/2021
CENTAURUS FINANCIAL, INC. (Royal Oak MI)
MO
07/01/2003 - 06/08/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/16/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
07/03/1997 - 08/11/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MI
04/20/1990 - 07/07/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
07/20/1988 - 05/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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