Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Frederick Wilburn is an investment advisor representative with Valmark Advisers, Inc. in Akron, OH. Douglas Wilburn has been in the industry since April 14, 2003. Douglas Wilburn is registered with FINRA and the state of Ohio. Douglas Wilburn has a strong background in the financial industry and has worked with several firms including J.P. Morgan Clearing Corp, J.P. Morgan Securities LLC, Chase Investment Services Corp, WAMU Investments, Inc., Wachovia Securities, LLC and Wachovia Securities Financial Network, LLC. Douglas Wilburn specializes in providing financial planning, consulting, and portfolio management for individuals, businesses, and investment companies.
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.
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.
Consulting
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
OH
06/09/2015 - Present
Valmark Advisers, Inc. (AKRON OH)
NY
06/11/2013 - 08/26/2014
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
OH
09/13/2012 - 08/26/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
04/21/2009 - 01/02/2013
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
CA
04/11/2006 - 06/09/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
MO
06/10/2002 - 03/17/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
01/29/2003 - 08/26/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2007
Series 4 - Registered Options Principal Examination
BC
Issued 09/16/2002
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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