Unclaimed
Duwayne David Mews is a financial advisor with LPL Financial LLC. Duwayne has over 20 years of experience in the financial services industry. Duwayne is registered with the state of Wisconsin and has a Series 6, Series 26, and Series 63 license. Duwayne has previously worked for Woodbury Financial Services, Inc., SII Investments, Inc., Capital Financial Services, Inc., UVEST Financial Services Group, Inc., Sentry Equity Services, Inc. and Equitrust Marketing Services, LLC. Duwayne 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
08/01/2023 - Present
LPL Financial LLC (STRATFORD WI)
WI
11/01/2017 - 08/03/2023
WOODBURY FINANCIAL SERVICES, INC. (STRATFORD WI)
WI
11/29/2010 - 11/01/2017
SII INVESTMENTS, INC. (STRATFORD WI)
WI
06/01/2006 - 11/30/2010
CAPITAL FINANCIAL SERVICES, INC. (STRATFORD WI)
IL
01/20/2005 - 06/05/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
WI
12/18/2003 - 11/05/2004
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
IA
04/26/1999 - 11/12/2003
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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