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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Lordanich is a financial advisor registered with Fidelity Personal And Workplace Advisors, based in WESTLAKE, TX. Duncan Lordanich has been in the financial industry for over 6 years and has a proven track record of success. Duncan Lordanich specializes in helping clients with their financial planning, retirement planning, and investment management needs. Duncan Lordanich has experience working with individual investors as well as businesses and has a deep understanding of the financial markets. Duncan Lordanich is committed to providing his clients with personalized advice and tailored solutions to help them reach their financial goals.
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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2
TX
12/14/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/09/2019 - 06/17/2021
TD AMERITRADE, INC. (Southlake TX)
TX
05/09/2019 - 01/28/2021
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
06/22/2017 - 04/24/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
BOTH
Issued 11/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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