Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Duncan is an active investment advisor representative at Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets. William has been in the industry since 2021. William has passed the Series 66, Series 7TO, and SIE exams. William holds registrations in 12 states including Louisiana, Minnesota, Florida, Georgia, Kentucky, North Carolina, Ohio, South Carolina, Virginia, and West Virginia. William is registered to provide both brokerage and investment advisory services.
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.
Asset allocation services
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
LA
07/18/2024 - Present
Ameriprise Financial Services, LLC (Metairie LA)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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