Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Barry Wahlenmayer is a financial professional with over 25 years of experience in the financial services industry. Douglas is currently registered with The Huntington Investment Co. in Beaver, PA. He is a Series 7, 24, 63, and SIE licensed representative. Douglas has previously worked for several financial institutions, including Citizens Securities, Inc., PNC Investments, NatCity Investments, Inc., and UVEST Financial Services Group, Inc. Douglas specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/05/2018 - Present
THE Huntington Investment Co. (BEAVER PA)
OH
09/04/2015 - 09/20/2017
THE HUNTINGTON INVESTMENT COMPANY (WARREN OH)
PA
09/23/2013 - 08/28/2015
CITIZENS SECURITIES, INC. (WEXFORD PA)
PA
11/13/2009 - 07/29/2013
PNC INVESTMENTS (PITTSBURGH PA)
PA
08/12/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (GIBSONIA PA)
PA
11/03/2008 - 07/24/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WEXFORD PA)
CO
03/24/2004 - 10/17/2008
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
06/19/2003 - 03/25/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
10/23/2001 - 05/28/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
PA
01/08/1999 - 01/13/2000
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
NJ
03/13/1995 - 10/02/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
PA
03/01/1993 - 03/27/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
NY
07/16/1992 - 03/02/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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