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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Benjamin Schrager is a financial advisor registered with Ameriprise Financial Services, LLC. Douglas has been in the financial services industry since September 23, 1986. Douglas is currently licensed in Colorado, Florida, Georgia, Michigan, New Jersey, Ohio, and Pennsylvania. Douglas specializes in providing financial advice to individuals, corporations, trusts, estates, and charitable organizations. Douglas offers a variety of financial services, including financial planning, asset allocation services, portfolio management, and educational seminars.
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
FL
02/13/2012 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AVENTURA FL)
FL
06/14/1993 - 04/02/2007
MORGAN STANLEY DW INC. (AVENTURA FL)
NY
03/26/1990 - 06/24/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/24/1986 - 04/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 09/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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