Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Gerrard is a financial advisor with over 18 years of experience in the financial services industry. Douglas has a strong background in investment advisory and is currently registered as an Investment Advisor Representative (IAR) with TLG Advisors, Inc.. Douglas has held various positions at other firms such as Raymond James Financial Services, Inc., Kestra Investment Services, LLC, RSP Investments, LLC and AJAX Investments, LLC. Douglas has a comprehensive understanding of the financial markets and is committed to providing personalized financial advice to his clients.
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.
Placement of institutional funds
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
01/15/2019 - Present
TLG Advisors, Inc. (Miami Beach FL)
FL
10/26/2017 - 12/20/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
IL
05/31/2017 - 10/27/2017
KESTRA INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
04/30/2014 - 04/08/2015
RII TRADING, LLC (CHICAGO IL)
IL
06/21/2013 - 04/22/2014
RSP INVESTMENTS, LLC (NORTHBROOK IL)
IL
05/23/2002 - 10/26/2012
AJAX INVESTMENTS, LLC (HIGHLAND PARK IL)
BOTH
Issued 05/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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