Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Douglass is a financial advisor with over 35 years of experience in the industry. Alan currently works at Osaic Wealth, Inc. in Clearwater, Florida. Previously, Alan worked for Securities America, Inc., Investcorp, Inc., and other firms. Alan is registered in Florida, Georgia, and North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (CLEARWATER FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CLEARWATER FL)
FL
03/07/1995 - 07/17/2020
INVESTACORP, INC. (CLEARWATER FL)
NA
06/24/1991 - 03/10/1995
MERIDIAN, DUNHILL & CO., INC.
NA
03/14/1989 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
FL
09/12/1990 - 03/22/1991
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
06/20/1989 - 08/17/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/26/1989 - 04/06/1989
HANIFEN, IMHOFF SECURITIES CORP.
NA
08/17/1987 - 01/18/1989
GRAYSTONE NASH, INC.
NA
04/21/1987 - 09/09/1987
THOMAS JAMES ASSOCIATES, INC.
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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