Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Morgan is a financial advisor with Ameriprise Financial Services, LLC. Douglas has been in the industry since 2003. Douglas is registered with the state of Virginia, as well as 17 other states. Douglas has a Series 7 and Series 63 license as well as a Series 65 license. Douglas has specialized in providing financial advice for individuals, families, and businesses for over 20 years. In addition to his work with Ameriprise Financial Services, LLC, Douglas is also a Board Member for Morgan and a President for Morgan.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
VA
05/02/2019 - Present
Ameriprise Financial Services, LLC (GALAX VA)
VA
02/14/2018 - 05/10/2019
LPL FINANCIAL LLC (GALAX VA)
VA
05/01/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (GALAX VA)
VA
06/01/2008 - 05/01/2017
INFINEX INVESTMENTS, INC. (GALAX VA)
VA
11/03/2006 - 06/01/2008
BI INVESTMENTS, LLC (GALAX VA)
OH
07/15/2004 - 02/10/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
MO
01/29/2002 - 07/02/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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