Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas David Meyers is a financial professional with over 35 years of experience in the financial services industry. Douglas is registered with Ameritas Advisory Services, LLC and is licensed to sell fixed insurance products through Central Ohio Financial Management Group LLC. Douglas has a strong background in financial planning and portfolio management. Douglas holds the Series 6, Series 63, Series 26 and Series 65 licenses and is registered in 26 states.
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.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (WORTHINGTON OH)
OH
01/15/1988 - 06/30/2006
CARILLON INVESTMENTS, INC. (WORTHINGTON OH)
IA
Issued 04/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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