Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Custer is a financial advisor with Edelman Financial Engines. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional with over 28 years of experience in the financial services industry. Douglas has a strong background in providing financial advice to individuals, families, and businesses. Douglas is also a registered investment advisor in Texas and Washington. Douglas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Douglas holds a Series 7, Series 10, Series 9, Series 63, and Series 65 licenses.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
WA
03/28/2022 - Present
Edelman Financial Engines (BOTHELL WA)
WA
01/29/2014 - 12/22/2016
PRIVATE CLIENT SERVICES, LLC (BELLEVUE WA)
WA
08/29/2011 - 02/14/2012
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
WA
11/15/1996 - 07/11/2011
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
NC
12/23/1993 - 11/22/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Douglas Custer is the right advisor for you? Invested Better is here to help.
