Unclaimed
Doug Couden is an investment advisor representative with Bakeravenue, a firm that provides financial planning, educational seminars, and portfolio management services. Doug has been a financial professional since 1995 and holds the Series 7 and Series 63 licenses. He is a Chartered Financial Analyst. Doug has experience working with individual clients, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
02/16/2012 - Present
Bakeravenue (SAN FRANCISCO CA)
CT
11/18/1998 - 12/20/2011
VP DISTRIBUTORS LLC (HARTFORD CT)
CA
02/01/2007 - 05/07/2007
PXP SECURITIES CORP. (SAN FRANCISCO CA)
CA
06/25/1997 - 11/18/1998
SENECA DISTRIBUTORS, LLC (SAN FRANCISCO CA)
NJ
02/01/1995 - 07/19/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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