Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Covington Osborn is a financial advisor at Ameriprise Financial Services, LLC. Douglas has been working in the financial services industry since 1979, and is registered with both FINRA and the state of Michigan. Douglas offers a wide range of services to his clients, including financial planning, portfolio management, and investment advice. He is passionate about helping clients reach their financial goals. Douglas has a strong background in the industry, having previously worked for a number of other firms, including Concorde Investment Services, LLC and L.M. Kohn & Company. Douglas is committed to providing his clients with personalized service and tailored advice.
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.
1
2
MI
08/01/2019 - Present
Ameriprise Financial Services, LLC (Novi MI)
MI
08/24/2018 - 08/23/2019
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
07/20/2012 - 08/21/2018
L.M. KOHN & COMPANY (TROY MI)
MI
02/13/2001 - 07/25/2012
LEONARD & COMPANY (TROY MI)
NY
01/20/1988 - 05/19/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/26/1984 - 12/03/1987
E. F. HUTTON & COMPANY INC
NA
06/21/1979 - 06/26/1984
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 12/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/1979
Series 32 - Limited Futures Exam-Regulation
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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