Unclaimed
Douglas French is a financial advisor registered with Truist Advisory Services, Inc. Douglas has over 25 years of experience in the financial services industry. He is licensed to provide securities and investment advisory services in multiple states. Douglas is a Series 6, 7, 24, 63, and 65 licensed professional, and has earned his Series 7 and Series 63 licenses through the FINRA (Financial Industry Regulatory Authority). Douglas French's specialties include Retirement Planning, Mutual Funds, Fixed Annuities, Variable Annuities, and Life Insurance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
02/17/2021 - Present
Truist Advisory Services, Inc. (MANASSAS VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/12/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MANASSAS VA)
VA
10/01/2000 - 10/08/2008
WACHOVIA SECURITIES, LLC (MCLEAN VA)
NC
01/31/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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