Unclaimed
Douglas Crumley is an Ameriprise Financial Services, LLC registered representative. Douglas Crumley has been in the securities industry since May 26, 2004. Douglas Crumley's firm office is located at 7956 CALIFORNIA AVE in FAIR OAKS, CA. Douglas Crumley holds Series 7, Series 66 and SIE licenses and is registered in 21 states. Douglas Crumley is licensed to provide services through Ameriprise Financial Services, LLC.
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.
Asset allocation services
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
CA
01/07/2009 - Present
Ameriprise Financial Services, LLC (FAIR OAKS CA)
MN
05/26/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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