Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim D. Duncan is an investment advisor representative with Osaic Wealth, Inc. based in Oklahoma City, Oklahoma. Jim has been in the financial services industry since February 13, 1987. Jim has a broad range of experience in the financial services industry, and holds licenses in Oklahoma and Texas. Jim specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jim also has extensive experience working with individuals and families in the Oklahoma City area.
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
OK
01/04/2019 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
04/15/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (OKLAHOMA CITY OK)
OK
09/05/2002 - 01/03/2014
AMERITAS INVESTMENT CORP. (OKLAHOMA CITY OK)
IN
09/10/2001 - 08/27/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/10/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NE
12/12/1997 - 09/11/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
AZ
05/14/1996 - 12/11/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
04/12/1995 - 05/20/1996
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
08/25/1986 - 02/06/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jim Duncan is the right advisor for you? Invested Better is here to help.
