Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Everett Myers is a financial advisor with over 30 years of experience in the financial services industry. Douglas is currently registered with Fintrust Capital Advisors, LLC in Alpharetta, Georgia. Douglas has worked for several firms over the years, including CERTUSSECURITIES, INC., CURTISWOOD CAPITAL, LLC, FIRST LEGACY SECURITIES, LLC, ACCESS SECURITIES, INC., WACHOVIA SECURITIES, INC., and JOHNSON, LANE, SPACE, SMITH & CO., INC. Douglas is a Certified Financial Planner and holds the Series 3, 4, 7, 24, 55, 57TO and 63 licenses. Douglas specializes in providing financial planning services to high-net-worth individuals, corporations, and trusts.
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.
Strategic management for diversified investment portfolios.
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
GA
03/30/2018 - Present
Fintrust Capital Advisors, LLC (Alpharetta GA)
GA
07/05/2012 - 10/22/2015
CERTUSSECURITIES, INC. (ATLANTA GA)
GA
01/29/2010 - 07/31/2012
CURTISWOOD CAPITAL, LLC (ATLANTA GA)
GA
06/02/2009 - 02/25/2010
FIRST LEGACY SECURITIES, LLC (ATLANTA GA)
GA
02/12/2002 - 06/01/2009
ACCESS SECURITIES, INC. (ATLANTA GA)
NC
10/14/1988 - 02/14/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
12/19/1984 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 01/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/05/1989
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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