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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 Beck is a financial advisor with over 40 years of experience in the financial services industry. Douglas is registered with Osaic Wealth, Inc. and has a history of working with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Douglas has a diverse background and is a Series 7, 63, 24, 22, 26, 6, 51, 53 and 65 licensed professional. Douglas has specializations in 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.
A percentage of the total value of assets under management is charged.
1
2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (FOREST LAKE MN)
MN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FOREST LAKE MN)
MN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (FOREST LAKE MN)
TX
01/28/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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