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Joseph D
Series 66
Fort Collins, CO
WinCap Financial LLC
Joseph Duran is a financial advisor at WinCap Financial LLC in Fort Collins, CO, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at UBS Financial Services, Inc., Questar Capital Corporation, and Cambridge Investment Research, Inc. He is also a licensed insurance agent. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical analysis to create customized, long-term asset allocations, while also trading tactically based on market conditions and client needs.
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