Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Sehres is an active investment advisor representative who has been in the industry since 2008. Douglas currently works for Ameriprise Financial Services, LLC, where he has been registered since 2019. Prior to this, he was registered with Securian Financial Services, Inc. from 2008 to 2019. Douglas has a Series 66 license and has passed the SIE and Series 7 exams. Douglas holds licenses in 14 states, with his registration in Texas covering both securities and investment advising. Douglas is a licensed insurance agent and has other business activities outside of investment advising. Douglas is specialized in providing financial planning, asset allocation, and portfolio management services for individuals, corporations, and charitable organizations.
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.
Asset allocation services
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
TX
06/07/2019 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
05/21/2008 - 06/11/2019
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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