Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Altman is a financial professional with over 20 years of experience in the industry. Douglas is currently registered with Stifel, Nicolaus & Company, Inc. in Conshohocken, PA. Douglas has previously worked at Sterne, Agee & Leach, Inc. and Starboard Capital Markets, LLC. Douglas has a broad range of experience in the financial services industry and holds a variety of licenses and certifications. Douglas is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
03/28/2006 - 06/05/2015
STERNE, AGEE & LEACH, INC. (WEST CONSHOHOCKEN PA)
PA
12/06/2002 - 05/04/2006
STARBOARD CAPITAL MARKETS, LLC (PHILADELPHIA PA)
NA
12/24/1992 - 11/02/1994
A. WEBSTER DOUGHERTY & CO., INCORPORATED
BC
Issued 04/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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