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JD

James D. Duyck

FIRST SECURITIES NORTHWEST
Milwaukie, OR 97267
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CRD#: 2099343
JD

Professional summary


James David Duyck is a registered financial professional currently at FIRST SECURITIES NORTHWEST, INC. located in Milwaukie, Oregon.

James is registered as a RR (Registered Representative) and started their career in finance in 1991. James has worked at 1 firm and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James David Duyck's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 4, 1991 - Present

FIRST SECURITIES NORTHWEST, INC.

Office #1: 18824 S.e. Mildred St, Milwaukie, OR 97267Office #2: 18824 Se Mildred St, Milwaukie, OR 97267
BD
CRD#: 14627
Milwaukie, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/4/1991)
RR
Florida
(2/25/1992)
RR
Michigan
(4/25/1994)
RR
New Jersey
(2/28/1995)
RR
New York
(2/21/1992)
RR
Ohio
(2/24/1992)
RR
Oregon
(2/25/1991)
RR
Texas
(4/25/1994)
RR
Washington
(2/25/1991)

Exams


State Security Law Exam
RR
Series 63
Date: 2/21/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/24/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FS
FIRST SECURITIES NORTHWEST, INC.
FIRST SECURITIES NORTHWEST, INC.

CRD#: 14627 / SEC#: , 8-30977

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
18824 Se Mildred St, Milwaukie, OR 97267
Mailing Address
18824 Se Mildred St, Milwaukie, OR 97267
Phone number
(503) 723-4404
Established
Oregon since 11/23/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JOHNSON, BEN A JRPRESIDENT/OWNER/CEO803318
LUTZ, GREGORY MICHAELDIRECTOR/EXECUTIVE V.P./SROP/CROP/CCO709142

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST SECURITIES NORTHWEST, INC.

CRD#: 14627Milwaukie, OR 97267

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