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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Alldredge is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with offices in Jacksonville, Florida. Douglas has been in the financial services industry for over 20 years and has been registered with the Securities and Exchange Commission (SEC) since 2000. Douglas is a Registered Representative (RR) and an Investment Adviser Representative (IAR) in Florida, Georgia, and Texas. Douglas's experience includes working with E*TRADE Securities LLC, E*TRADE Clearing LLC, American Express Financial Advisors Inc., and Fortis Investors, Inc.. Douglas specializes in providing financial advice to high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
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.
1
2
FL
07/14/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
GA
02/02/2001 - 06/10/2021
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NJ
05/05/2010 - 11/07/2011
E*TRADE CLEARING LLC (JERSEY CITY NJ)
MN
04/25/2000 - 11/09/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/25/2000 - 11/09/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/17/1999 - 01/07/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 05/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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