Raymond DuenasCRD Number: 3183730
Current Firm: Stewardship Advisory Group, LLC
Raymond Duenas (CRD# 3183730) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Orlando, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Stewardship Advisory Group||Ocoee, FL||Mar 2013 - Current||5|
|United Planners' Financial Services||Scottsdale, AZ||Mar 2011 - Current||7|
|Jr Duenas Trust||Orlando, FL||Mar 2011 - Current||7|
|Stewardhip Estate Planning||Orlando, FL||Nov 2009 - Current||8|
|Ray Duenas - Insurance||Orlando, FL||Apr 2005 - Current||13|
|Proequities, Inc.||Orlando, FL||Feb 2011 - Feb 2011||< 1|
|Qa3 Financial Corp||Omaha, NE||Nov 2009 - Feb 2011||1|
|Qa3 Financial LLC||Omaha, NE||Nov 2009 - Feb 2011||1|
|Fidelity Brokerage Services LLC||Altamonte, FL||Apr 2006 - Oct 2009||3|
|Strategic Advisers, Inc.||Altamont Springs, FL||Apr 2006 - Sep 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management123MILLIONS
Total Number of Accounts705ACCOUNTS
Average Account Value$174,471
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI