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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Eugene Zierdt is a financial advisor with Western International Securities, Inc., located in Pasadena, CA. Douglas has been in the industry since 1977 and has held various positions at several firms. Douglas is a registered representative with FINRA and is licensed in California. He holds the Series 7TO, SIE, and Series 1 licenses as well as the Series 40 and Series 63 exams. Douglas provides financial planning, portfolio management, and other advisory services for individuals, businesses, and pension plans.
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.
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2
CA
12/02/1999 - Present
Western International Securities, Inc. (Pasadena CA)
CA
03/01/1996 - 12/09/1999
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
CA
10/26/1999 - 12/06/1999
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
01/02/1990 - 02/15/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NA
10/21/1985 - 11/15/1989
C. L. MCKINNEY & CO., INC.
NA
11/28/1983 - 10/28/1985
FIRST AFFILIATED SECURITIES, INC.
NA
03/11/1981 - 12/27/1983
THOMAS F. WHITE & CO., INCORPORATED
NA
04/17/1978 - 08/19/1979
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
10/31/1978 - 06/17/1979
SOCAL-EQUITIES, INC.
NA
11/30/1977 - 05/26/1978
M. S. WIEN & CO., INC.
NA
07/28/1976 - 01/05/1978
UNIVERSAL HERITAGE INVESTMENTS CORPORATION
NA
01/29/1974 - 10/26/1974
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 12/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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