Unclaimed
John Baptist Duchaine is a financial advisor with over 30 years of experience in the financial services industry. John is registered with GWN Securities Inc. and holds licenses for securities and investment advisory services. He is also a Chartered Financial Consultant. John provides a range of financial services including financial planning, market timing services, and portfolio management for individuals. John has experience in Fixed, Health, Life and Annuity sales and service. John is also president of Duchaine Financial Consultants, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
04/01/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MI
12/05/1984 - 02/25/2014
AXA ADVISORS, LLC (BAY CITY MI)
NY
12/05/1984 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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