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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 Edward Getzke is a financial advisor with over 30 years of experience in the industry. Douglas Edward Getzke is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since June 2007. Douglas Edward Getzke holds several licenses including Series 3, 7, 63, 65 and 72. Douglas Edward Getzke provides financial planning, portfolio management for businesses and individuals, pension consulting and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
04/29/2002 - 06/05/2007
RYAN BECK & CO. (CONSHOHOCKEN PA)
NY
05/09/1994 - 05/14/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
12/21/1989 - 05/26/1994
HYM FINANCIAL, INC. (CLIFTON NJ)
NJ
10/02/1989 - 12/21/1989
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
IA
Issued 10/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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