Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Bagley is a financial advisor with Planmember Securities Corp. with over 15 years of experience in the financial services industry. Douglas is registered with the state of Michigan and holds Series 6, 63, and 65 licenses, as well as the SIE. Douglas has worked for Legend Equities Corporation, Williams & Co dba Williams and Company Financial Services, and the Ottawa Area ISD in addition to Planmember Securities Corp. Douglas provides a variety of financial services to clients, including investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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.
Provides investment supervisory services
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.
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MI
02/22/2016 - Present
Planmember Securities Corp. (Grandville MI)
MI
11/01/2006 - 02/19/2016
LEGEND EQUITIES CORPORATION (GRANDVILLE MI)
IA
Issued 04/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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