Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Daniel Duitsman is a financial advisor with over 20 years of experience in the industry. Karl has been with Raymond James Financial Services Advisors, Inc. since 2009 and is registered to provide investment advice in 28 states. Karl has also worked for Edward Jones, where he served as a registered representative from 2000 to 2009. Karl holds a Series 63, 66, 7, 9, and 10 license and is also a Chartered Financial Consultant. Karl specializes in 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
08/31/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
WA
09/26/2000 - 08/31/2009
EDWARD JONES (EVERETT WA)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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