Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Durene? Claim Your ProfileDurene Lenis Wilhelmi is a licensed investment advisor representative with NFP Retirement Inc. Durene is registered with the state of Maryland and California. Durene has been in the financial industry since December 2012. Durene specializes in providing retirement planning, financial planning and portfolio management for individuals. Durene previously worked at Strategic Wealth Management Group in Salisbury, Maryland. Durene received her Series 65 license on June 17, 2021.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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MD
06/17/2021 - Present
NFP Retirement Inc. (Salisbury MD)
IA
Issued 06/17/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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