Unclaimed
Douglas Ducker is a financial advisor based in Cincinnati, OH. Douglas has been in the industry for over 10 years and holds the Series 6, 7, 63 and 66 licenses. Douglas specializes in financial planning, portfolio management for individuals, and educational seminars. Douglas currently works with Golden Reserve Retirement, LLC, based in Dublin, OH. Prior to this, Douglas was a financial advisor with VALIC Financial Advisors, Inc. and Fidelity Brokerage Services LLC.
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.
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.
1
2
OH
02/15/2024 - Present
Golden Reserve Retirement, LLC (Cincinnati OH)
OH
06/07/2022 - 12/07/2023
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
KY
06/30/2014 - 03/21/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
10/01/2012 - 02/21/2014
J.P. MORGAN SECURITIES LLC (FLORENCE KY)
KY
04/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLORENCE KY)
BOTH
Issued 01/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Douglas Ducker is the right advisor for you? Invested Better is here to help.