Unclaimed
Douglas Charles Wills is a financial professional with over 30 years of experience in the industry. Douglas has a proven track record of success in helping clients achieve their financial goals. Douglas is currently registered with Eagle Strategies LLC, a firm with a strong reputation for providing comprehensive financial services. Douglas holds the Series 6, 7, 63 and 66 licenses as well as the SIE, which enables Douglas to provide investment advice and guidance to clients. Douglas is committed to providing personalized service and building long-term relationships with clients.
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.
1
2
CO
11/17/2015 - Present
Eagle Strategies LLC (LAKEWOOD CO)
TX
07/19/1993 - 10/03/1994
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
BOTH
Issued 8/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 7/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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