Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Graham Wilson is a financial advisor with Commonwealth Financial Network. Duncan has been working in the financial services industry since 2011 and is registered to provide investment advice in multiple states including North Carolina, Florida, Georgia, Michigan, Ohio, Pennsylvania, South Carolina, and Tennessee. Duncan holds Series 6, 7, and 63 licenses as well as the SIE exam. Duncan is also a Certified Financial Planner.
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.
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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NC
05/01/2020 - Present
Commonwealth Financial Network (Matthews NC)
NC
06/01/2012 - 05/01/2020
LINCOLN INVESTMENT (MATTHEWS NC)
NC
04/29/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (MATTHEWS NC)
BC
Issued 07/02/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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