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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 McCulloch is an investment advisor representative at Ameriprise Financial Services, LLC with over 25 years of experience in the financial services industry. Douglas is licensed to offer financial advice in Florida, Georgia, Maryland, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, and Virginia. Douglas has also passed the Series 65, Series 63, Series 7 and Series 24 exams. In addition to providing financial advice, Douglas also co-owns two businesses outside of Ameriprise Financial Services, LLC. Douglas has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, estates, pension plans, and charitable organizations. Douglas provides financial planning, asset allocation services, portfolio management for businesses and individuals, and educational seminars.
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.
1
2
PA
10/01/2012 - Present
Ameriprise Financial Services, LLC (SOUTH WILLIAMSPORT PA)
PA
03/18/2005 - 10/22/2012
LPL FINANCIAL LLC (WILLIAMSPORT PA)
NY
11/25/1997 - 04/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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