Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Carl Wondrely is a financial professional with over 20 years of experience in the industry. Douglas has been registered with Allstate Financial Services, LLC in Mason, OH since 2020. Previously, Douglas was registered with PARK AVENUE SECURITIES LLC, CHARLES SCHWAB & CO., INC., FIDELITY BROKERAGE SERVICES, INC., and FSC SECURITIES CORPORATION. Douglas is licensed to sell securities in Kentucky, Michigan, and Ohio. Douglas holds the Series 6, Series 7, Series 63, and SIE 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.
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.
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2
OH
07/15/2020 - Present
Allstate Financial Services, LLC (Mason OH)
OH
05/22/2018 - 09/04/2018
PARK AVENUE SECURITIES LLC (WEST CHESTER OH)
OH
03/01/2004 - 06/18/2015
CHARLES SCHWAB & CO., INC. (CINCINNATI OH)
RI
08/16/1993 - 02/17/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
GA
10/07/1991 - 08/03/1993
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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