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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 Sloan Duncan is a financial advisor with over 30 years of experience in the industry. Duncan is currently registered with Osaic Wealth, Inc. in Irvine, California. Previously, Jeffrey Duncan was registered with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, Indiana and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, Minnesota. Duncan holds Series 63 and 65 licenses as well as Series 7 and SIE. Duncan is a licensed insurance agent. Jeffrey Duncan focuses on providing financial planning, pension consulting and educational seminars. He is a registered representative of Osaic Wealth, Inc., which is an investment advisor with over 437,000 accounts and over $94 billion in regulatory assets under management. Osaic Wealth, Inc. primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
IN
05/22/1998 - 05/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
07/24/1991 - 06/01/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/1991 - 06/01/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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