Unclaimed
William Luther Duke is a financial advisor registered with Cetera Investment Advisers LLC. William has been in the financial industry since September 2002 and is currently registered in Alabama, Florida, Georgia, and South Carolina. William specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
1
2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (MCDONOUGH GA)
GA
04/29/2013 - 01/09/2019
QUESTAR CAPITAL CORPORATION (MCDONOUGH GA)
GA
02/19/2010 - 05/02/2011
NBC SECURITIES, INC. (STOCKBRIDGE GA)
GA
01/01/2008 - 02/22/2010
WELLS FARGO ADVISORS, LLC (GRIFFIN GA)
GA
01/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRIFFIN GA)
MO
09/24/2002 - 01/19/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 4/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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