Unclaimed
Douglas Bickert is a financial advisor at Edward Jones. Douglas has been in the financial services industry for over 10 years. Douglas has a Series 7 and Series 66 license. Douglas is registered with the following states: Arizona, California, Colorado, Delaware, Florida, Illinois, Indiana, Nevada, North Carolina, Ohio, Pennsylvania, Tennessee, Texas. Douglas specializes in helping individuals, families, and businesses achieve their financial goals. Douglas is committed to providing personalized service and building long-term relationships with his clients.
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.
See schedule d - miscellaneous
1
2
OH
02/21/2024 - Present
Edward Jones (Reynoldsburg OH)
OH
10/01/2012 - 07/07/2021
J.P. MORGAN SECURITIES LLC (PICKERINGTON OH)
OH
06/03/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PICKERINGTON OH)
BOTH
Issued 09/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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