Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Warren is a financial professional with over 20 years of experience in the industry. He has been registered with the Securities and Exchange Commission since 2003. He has worked with Mutual of Omaha Investor Services, Inc., New York Life Insurance Co, Larsen Financial Services and Larsen & Warren Financial Group LLC. Currently, Douglas is an Investment Advisor Representative with Eagle Strategies LLC. Douglas is licensed to provide financial advice in 20 states including Washington, Oregon, Texas, Florida, and California. Douglas is a strong proponent of financial planning and educational seminars for individuals and corporations.
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.
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.
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2
WA
09/05/2019 - Present
Eagle Strategies LLC (LAKE STEVENS WA)
NE
03/21/2003 - 05/12/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 8/5/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 3/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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