Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Allen Karney is a financial professional with over 25 years of experience in the industry. Douglas is currently registered with Equitable Advisors, LLC, and is licensed in California and Indiana. Douglas has a strong background in providing financial advice to individuals and businesses. Douglas specializes in a range of financial services, including financial planning, pension consulting, and portfolio management. Douglas holds Series 6, 7, 24, 63, and 65 licenses. Douglas's commitment to providing personalized financial solutions has earned the trust of clients throughout the years.
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
CA
10/01/2024 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
NY
09/05/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Karney is the right advisor for you? Invested Better is here to help.
