Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kai? Claim Your ProfileKai Nathaniel Duncan is a financial advisor with Ba Securities, LLC, located in San Diego, CA. Kai is registered with the state of California, Pennsylvania and Texas. Kai has been in the securities industry since 2016. Kai holds the Series 7, 79TO and SIE licenses. Kai was previously employed with Marshberry Capital, LLC. and Raymond James & Associates, Inc.
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.
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.
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2
CA
06/13/2023 - Present
BA Securities, LLC (SAN DIEGO CA)
CA
04/06/2022 - 05/16/2023
MARSHBERRY CAPITAL, LLC. (Dana Point CA)
FL
08/09/2013 - 12/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 08/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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