Juzel
Duenas
Osaic Wealth, Inc
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About this Advisor
Juzel Duenas is a financial advisor based in Melville, New York, working with Osaic Wealth, Inc. Juzel has previously held positions at Signator Investors, Inc, Office Of Nassau County Attorney, Kings County Supreme Court, Lighthouse Financial Corporation, and Royal Alliance Associates, Inc. Juzel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Juzel is part of Osaic Wealth, Inc, which operates out of Melville, New York. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Juzel Duenas Work History
Royal Alliance Associates, Inc
Signator Investors, Inc
Lighthouse Financial Corporation
Kings County Supreme Court
Office Of Nassau County Attorney
Disclosures
Please visit the SEC profile of Juzel Duenas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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