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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 Michael Purvis is a financial advisor registered with Global Retirement Partners LLC and has been in the industry for over 16 years. Duncan Michael Purvis is also registered as an Investment Advisor Representative (IAR) with Global Retirement Partners LLC in Indiana, Michigan, and Texas. Duncan Michael Purvis is a registered representative with KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, and NYLIFE SECURITIES LLC in the past. Duncan Michael Purvis has passed the Series 6, Series 63, Series 65, and SIE exams.
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.
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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CA
07/05/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MI
08/21/2014 - 02/02/2022
KESTRA INVESTMENT SERVICES, LLC (Grandville MI)
MI
02/02/2012 - 08/21/2014
FINANCIAL TELESIS INC (GRANDVILLE MI)
MI
04/17/2006 - 02/02/2012
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
IA
Issued 03/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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