Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Bryan Holder is a financial advisor with Private Advisor Group, LLC, based in Morristown, New Jersey. Douglas has been in the financial services industry since 1999 and has a strong background in providing investment advice. He is a Certified Financial Planner and holds several industry licenses including Series 7, 24, 53 and 63. Douglas specializes in providing financial planning, portfolio management and investment advisory services to a diverse client base, including individuals, families, businesses and charitable organizations. In addition to his work with Private Advisor Group, Douglas also has experience working with other firms, including National Planning Corporation and Walnut Street Securities, Inc.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
IN
10/26/2020 - Present
Private Advisor Group, LLC (LAFAYETTE IN)
IN
07/15/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (WEST LAFAYETTE IN)
CA
05/11/1999 - 07/24/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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