Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Morrow is an investment advisor representative currently working at Frost Investment Services in San Antonio, Texas. Duncan has been in the financial industry since September 5, 2011. Duncan has passed the Series 7, 50, 52TO, 53, 54, and 63 exams and is registered in Texas. Prior to Frost Investment Services, Duncan worked at Southwest Securities, Inc. and Frost Brokerage Services, Inc. Duncan is a licensed advisor in the state of Texas. Duncan specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/24/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
02/22/2012 - 06/13/2014
SOUTHWEST SECURITIES, INC. (SAN ANTONIO TX)
TX
06/14/2011 - 02/17/2012
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
BC
Issued 07/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 09/06/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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