Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duncan? Claim Your ProfileDuncan Highmark is a financial advisor with over 25 years of experience in the industry. Duncan is currently registered with Mosaic Family Wealth, a firm specializing in providing financial advice to high-net-worth individuals, families, and businesses. Duncan is also a Certified Financial Planner. Duncan's experience spans several firms, including Morgan Stanley, Citigroup Global Markets Inc., and A.G. Edwards & Sons, Inc.
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.
Credit, cash management, and insurance solutions
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
01/04/2022 - Present
Mosaic Family Wealth (ST. LOUIS MO)
MO
06/01/2009 - 03/05/2015
MORGAN STANLEY (CHESTERFIELD MO)
MO
04/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHESTERFIELD MO)
MO
08/06/1996 - 04/26/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
02/12/1996 - 08/09/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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