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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Duebendorfer is an investment advisor representative with Artemis Wealth Advisors, LLC. John has been in the industry since 1987 and has experience in various areas, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. He holds the Series 3, 4, 7, and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/22/2024 - Present
Artemis Wealth Advisors, LLC (NEW YORK NY)
NY
03/24/2005 - 05/21/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
04/01/2004 - 09/15/2004
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
CT
06/26/2000 - 04/07/2003
WG TRADING COMPANY LIMITED PARTNERSHIP (GREENWICH CT)
NY
12/02/1997 - 06/19/2000
ZURICH CAPITAL MARKETS SECURITIES, INC. (NEW YORK NY)
NY
02/24/1995 - 05/05/1997
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
NY
08/03/1993 - 07/15/1994
S.G. WARBURG & CO. INC. (NEW YORK NY)
NY
06/11/1992 - 07/01/1993
SBC GOVERNMENT SECURITIES INC (NEW YORK NY)
NY
05/21/1987 - 02/14/1992
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1993
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/2000
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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