Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Allan Rader is a financial advisor with Geneos Wealth Management, Inc. in Flagstaff, Arizona. He has over 30 years of experience in the financial services industry. Douglas offers a variety of financial planning and investment services to individual and business clients. He is a Certified Financial Planner. Douglas is also a licensed CPA and has a successful business as a CPA.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
10/23/2006 - Present
Geneos Wealth Management, Inc. (FLAGSTAFF AZ)
AZ
10/31/2005 - 10/06/2006
AIG FINANCIAL ADVISORS, INC. (PRESCOTT AZ)
AZ
07/12/1993 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
FL
04/01/1991 - 06/25/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
08/14/1990 - 04/01/1991
PW SECURITIES, INC.
MO
10/26/1988 - 08/22/1990
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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