Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas A. Dailey is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Douglas has been in the financial industry since August 28, 2017. Douglas is registered with FINRA and is licensed to provide investment advice in California and Ohio. Douglas is also registered with the State of Ohio as an investment advisor representative. Previously, Douglas worked at J.P. Morgan Securities LLC in Coshocton, Ohio. Douglas has a Series 6, 7TO, and 66 license.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
08/29/2017 - 07/07/2023
J.P. MORGAN SECURITIES LLC (COSHOCTON OH)
BOTH
Issued 12/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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