Unclaimed
Douglas Edward Meyer is a Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. Osaic Wealth, Inc. has offices in Scottsdale, Arizona and Ellicott City, Maryland. Douglas is a financial professional with over 40 years of experience in the financial industry. Douglas is registered with the following securities regulators: FINRA, The Securities and Exchange Commission and various state regulators. Douglas has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the General Securities Representative Examination among others. Douglas is a dedicated financial professional, focused on providing clients with comprehensive financial solutions, including financial planning, portfolio management for individuals and businesses, and educational seminars. Douglas is committed to providing personalized services to his clients to help them meet 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.
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.
1
2
MD
12/14/2024 - Present
Osaic Wealth, Inc. (Ellicott City MD)
NY
05/07/1996 - 09/17/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
06/22/1994 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NJ
07/07/1982 - 06/24/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/11/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Meyer is the right advisor for you? Invested Better is here to help.