Steven Duker, financial advisor Coral Springs FL

Steven Duker

CRD Number: 1971619
Current Firm: United Planners' Financial Services Of America A Limited Partner

Steven Duker (CRD# 1971619) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Coral Springs, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Jan 2004 - Current 20
Business Capital Solutions Inc (dba) Dubrow, Duker & Associates Coral Springs, FL Nov 1990 - Current 33
Jdre Investments, LLC Coral Springs, FL Jan 2005 - Jan 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Steven D. Duker
Phone Number: 480-991-0225
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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