Unclaimed
Douglas Esquer is a financial advisor with Ameriprise Financial Services, LLC. Douglas has been in the financial services industry since November 2013 and is registered with the state of California. Douglas holds the Series 66, Series 7, and SIE licenses. Douglas has worked at Ameriprise Financial Services, Inc. in Running Springs, CA and at Ameriprise Financial Services, LLC in Redlands, CA. Douglas is an active advisor and specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Douglas is also registered in Arizona, Colorado, Florida, Hawaii, Idaho, Indiana, Minnesota, Nevada, Oregon, Texas, Utah, and Washington.
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
10/13/2017 - Present
Ameriprise Financial Services, LLC (Redlands CA)
BOTH
Issued 12/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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