Unclaimed
Douglas Schenkel is a financial professional with over 17 years of experience in the industry. Douglas has a strong background in securities, having held positions at both Cowen and Company and Wolfe Research Securities. Douglas has a wide range of licenses and certifications, including Series 63, Series 24, Series 87, Series 86, and Series 7. Douglas is currently registered with the Financial Industry Regulatory Authority (FINRA) and holds active registrations in Massachusetts and New York. Douglas is currently employed at Wolfe Research Securities.
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.
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.
1
2
MA
10/13/2023 - Present
Wolfe Research Securities (Boston MA)
MA
09/19/2005 - 10/26/2021
COWEN AND COMPANY (BOSTON MA)
BC
Issued 03/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/10/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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