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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 Kish is an investment advisor representative with Kestra Advisory Services, LLC, and has been working in the financial services industry for over 12 years. Douglas is registered with the state of Pennsylvania and Texas. In the past, Douglas was also registered with Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, LPL Financial LLC, SEI Investments Distribution Co., and Rydex Distributors, Inc. Douglas has earned the Series 66, Series 24 and Series 7 licenses and the SIE exam. Douglas specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Douglas also works with insurance companies, charitable organizations, corporations, pension plans, and high-net-worth individuals.
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.
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.
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2
TX
07/13/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
11/02/2021 - 06/28/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
06/27/2018 - 06/28/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
SC
01/26/2016 - 04/25/2018
LPL FINANCIAL LLC (FORT MILL SC)
PA
06/29/2005 - 06/22/2006
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MD
04/11/2001 - 05/24/2005
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
BOTH
Issued 02/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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