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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 Schreck is a financial advisor with over 10 years of experience in the financial services industry. Douglas is currently registered with Morgan Stanley and holds licenses in several states, including District of Columbia, Pennsylvania and Texas. Douglas has worked for several firms in the past, including Citigroup Global Markets Inc. and Morgan Stanley Smith Barney LLC. Douglas has a strong track record of providing investment advice and financial planning services to individuals, businesses, and institutional clients. Douglas is committed to providing his clients with personalized financial advice and services that meet their individual needs. Morgan Stanley is a leading financial services firm with a global presence. The firm provides a wide range of financial products and services to individual and institutional clients. Morgan Stanley has a strong commitment to client service and is dedicated to providing its clients with the highest quality financial advice and services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
02/25/2020 - Present
Morgan Stanley (Pittsburgh PA)
DC
06/01/2009 - 04/11/2018
MORGAN STANLEY (WASHINGTON DC)
MD
04/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
IA
Issued 08/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 3 - National Commodity Futures Examination
BC
Issued 04/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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