Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Birch is a financial advisor with Concourse Financial Group Securities, Inc. based in Santa Barbara, CA. Douglas has been in the financial industry since October 2005. Douglas has a wide range of experience in the financial industry. Douglas is a licensed broker-dealer and investment advisor representative, with a wide range of experience in the financial industry. Douglas can help you with financial planning, portfolio management, pension consulting, and more.
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.
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2
CA
07/13/2020 - Present
Concourse Financial Group Securities, Inc. (Santa Barbara CA)
IA
Issued 02/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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