Juzel Duenas

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 11/2018
  Signator Investors, Inc.
  Melville, NY
• 03/2016 → 06/2017
  Lighthouse Financial Corporation
  Melville, NY
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Melville, NY

Previous Registrations

• 2018-01-31 → 2018-11-02
  Signator Investors, Inc.
  Melville, NY

Other Businesses

1. INSURANCE BROKER, JUZEL DUENAS POSITION: Insurance Broker NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/22/2018 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sales and service of fixed insurance 2. LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2018 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Investment Advisor Representative for Lighthouse Financial Network, LLC an independent firm of Osaic Wealth Inc.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-28