Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Ernest Lundgren is an investment advisor representative with The Ameriflex Group. Douglas has been in the securities industry since December 21, 1975 and has experience working with various firms such as Crown Capital Securities, L.P., Mutual Service Corporation, Titan/Value Equities Group, Inc. and Centaurus Financial, Inc. Douglas holds Series 1, 7, 24 and 63 licenses. Douglas is also the owner of Professional Financial Planning.
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.
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
NV
06/17/2024 - Present
THE Ameriflex Group (Verdi NV)
NV
11/09/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (VERDI NV)
MA
03/31/1999 - 11/10/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
10/12/1987 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
05/02/1994 - 12/13/1995
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NA
02/06/1987 - 10/20/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
11/03/1977 - 02/18/1987
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
NA
04/06/1978 - 02/13/1987
CNA INVESTOR SERVICES, INC.
NA
12/22/1975 - 11/16/1977
FREEMAN FINANCIAL SERVICES CORPORATION
BC
Issued 05/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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