Unclaimed
Douglas Feller is a financial advisor with over 20 years of experience in the industry. He has been registered with Commonwealth Financial Network since 2005 and is also registered with Investment Partners Ltd. Douglas has a diverse background, with experience in both investment advisory and insurance sales. He holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner and Chartered Financial Analyst. Douglas specializes in a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
1
2
OH
03/07/2005 - Present
Commonwealth Financial Network (DUBLIN OH)
BOTH
Issued 08/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Feller is the right advisor for you? Invested Better is here to help.