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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 Cheston Berlin is a financial advisor with over 27 years of experience in the industry. Douglas is registered with Morgan Stanley in Pennsylvania and Texas. Douglas has worked with Morgan Stanley and its predecessors since 1996. Prior to joining Morgan Stanley, Douglas worked with Morgan Stanley DW Inc. Douglas has a wide range of experience in the financial services industry, including investment advisory services, securities trading, and financial planning. Douglas also holds a number of licenses and designations, including Series 7, 3, 10, 9, 63, and 65. In addition to his work with Morgan Stanley, Douglas is also involved in a number of community 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.
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
01/07/2019 - Present
Morgan Stanley (Camp Hill PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARRISBURG PA)
PA
06/18/1996 - 04/02/2007
MORGAN STANLEY DW INC. (HARRISBURG PA)
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/05/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1996
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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