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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 Burtnick is a financial advisor with Equitable Advisors, LLC. Douglas has been in the industry since 2001 and holds Series 7, 7TO, SIE and 66 licenses. Douglas is registered in Pennsylvania, Delaware, New Jersey and New York. Douglas Burtnick is also a Registered Representative for RubinGoldman and Associates in Bala Cynwyd, PA. Douglas Burtnick is a member of the Congregation Beth Or Board and a volunteer with the CFA Society of Philadelphia. Douglas Burtnick provides financial planning, portfolio management for businesses and individuals, selection of other advisors, and educational seminars.
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
PA
07/08/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
04/02/2001 - 04/18/2002
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
BOTH
Issued 07/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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