Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Duffin is an investment advisor representative with Ameritas Advisory Services, LLC. John is a registered representative and investment advisor representative in the state of Indiana and Texas. John has been working in the financial services industry for over 35 years. John is also an owner/president of Duffin Financial & Insurance Brokerage, Inc., and a general agent for Heritage Advisory Group. John holds the Series 6 and SIE securities licenses. John's specializations include financial planning, portfolio management, and pension consulting.
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.
Solicitor fees
1
2
IN
11/01/2021 - Present
Ameritas Advisory Services, LLC (FISHERS IN)
IN
10/01/2010 - 12/08/2020
ONEAMERICA SECURITIES, INC. (Carmel IN)
NE
12/01/2020 - 12/01/2020
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
IN
01/01/2004 - 10/01/2010
ING FINANCIAL PARTNERS, INC. (FISHERS IN)
IA
01/01/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
01/28/1993 - 01/01/1996
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
IN
03/13/1990 - 12/31/1992
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
IL
08/12/1987 - 03/20/1990
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
NA
12/05/1985 - 08/18/1987
E.I. SALES, INC.
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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