Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Duncan is an Investment Advisor Representative at Osaic Wealth, Inc., working from the Helena, Montana branch office. Keith has been in the financial industry since 1997 and holds Series 6, 7, 22 and 63 licenses. Keith has experience serving a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Keith also offers financial planning, pension consulting and educational seminars.
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.
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2
MT
06/14/2024 - Present
Osaic Wealth, Inc. (HELENA MT)
MT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (GREAT FALLS MT)
MT
08/19/2014 - 07/17/2020
INVESTACORP, INC. (GREAT FALLS MT)
MT
02/09/2002 - 08/19/2014
PARKLAND SECURITIES, LLC (GREAT FALLS MT)
CA
07/19/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
03/05/1997 - 07/13/2001
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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