Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dagostino is a financial professional with over 12 years of experience in the industry. Douglas is registered with PFS Investments Inc. and holds several licenses including Series 6, Series 26 and Series 63. Douglas has a broad range of experience working with high-net-worth individuals, corporations, and charitable organizations. Douglas is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
05/03/2010 - Present
PFS Investments Inc. (WIXOM MI)
BC
Issued 05/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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