Unclaimed
Douglas Barber is a financial advisor at Rehmann Wealth, with over 30 years of experience in the financial industry. Douglas has a wide range of experience in providing financial planning and investment advisory services. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional. Douglas is registered with the state of Michigan and Ohio as an Investment Advisor Representative. Douglas is also registered with FINRA as a registered representative. Douglas is licensed to sell insurance through Rehmann Insurance Group. Douglas is a member of the Washtenaw Estate Planning Council and the Jackson Area Estate Planning Council.
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.
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.
Servicing fees from custodians
1
2
MI
04/15/2010 - Present
Rehmann Wealth (JACKSON MI)
MI
02/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (JACKSON MI)
MI
10/01/2007 - 02/26/2010
TRIAD ADVISORS, INC. (JACKSON MI)
MI
01/02/2003 - 10/02/2007
MUTUAL SERVICE CORPORATION (JACKSON MI)
GA
05/22/2001 - 01/03/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MI
11/17/1999 - 05/14/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
MN
09/13/1996 - 11/16/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NJ
06/12/1992 - 08/26/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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