Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Duka is a registered investment advisor representative with Osaic Wealth, Inc. and Arbor Point Advisors. Evelyn has been in the financial services industry since 2001. Evelyn has experience with a variety of financial products and services, including investment advisory, financial planning, and insurance sales. Evelyn holds the Series 6, 7, 63, and 66 securities licenses. Evelyn has worked for several financial institutions, including Securities America, Inc., Financial West Group, and MetLife Securities 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.
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.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
05/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LAFAYETTE CA)
CA
02/22/2013 - 06/01/2017
FINANCIAL WEST GROUP (SAN FRANCISCO CA)
CA
07/14/2009 - 05/17/2010
QUESTAR CAPITAL CORPORATION (LAFAYETTE CA)
CA
06/03/2009 - 06/19/2009
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
02/23/2007 - 12/02/2008
KALOS CAPITAL, INC. (LAFAYETTE CA)
MA
11/25/2005 - 12/16/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
02/14/2003 - 11/29/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/14/2003 - 11/29/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
02/20/2001 - 10/11/2002
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 03/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Evelyn Duka is the right advisor for you? Invested Better is here to help.
