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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Harold Duncan is a financial advisor registered with MML Investors Services, LLC. Jeffrey Harold Duncan has been in the financial services industry since June 18, 1983. Jeffrey Harold Duncan is licensed to sell securities in 18 states. Jeffrey Harold Duncan has been associated with MML Investors Services, LLC since January 7, 2022. Jeffrey Harold Duncan's current employment includes positions with MML Investors Services, LLC, Duncan Financial Services, LLC, and Capstone Wealth Advisors, LLC. Jeffrey Harold Duncan has passed a number of industry exams, including the Series 63, Series 6TO, SIE, Series 22, and Series 2 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
01/07/2022 - Present
MML Investors Services, LLC (Atlanta GA)
NA
06/19/1983 - 09/19/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/16/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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