Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Macmillan Varela is a registered investment advisor representative with Sharebuilder 401k located in Seattle, Washington. Duncan has been in the industry since 2021 and specializes in providing financial advice. Previously Duncan worked for NYLIFE SECURITIES LLC. Duncan obtained their Series 66, Series 7TO, and SIE licenses to be able to provide investment 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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WA
03/24/2022 - Present
Sharebuilder 401k (SEATTLE WA)
WA
12/23/2021 - 03/31/2022
NYLIFE SECURITIES LLC (KIRKLAND WA)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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