Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Berkun has been in the financial services industry since 1984. Douglas is currently registered as a Registered Representative with Osaic Wealth, INC. and a Registered Investment Advisor with Osaic Wealth, INC. Douglas is also a licensed insurance agent. Douglas is currently registered in 20 states including New York, North Carolina, and Texas. Douglas has previously held registrations with Securities America, INC. and Lincoln Investment Planning, INC. Douglas has a Series 6 and Series 63 license.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
09/05/2007 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
03/01/2002 - 09/05/2007
LINCOLN INVESTMENT PLANNING, INC. (AMHERST NY)
NY
09/22/1987 - 03/08/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
09/06/1985 - 09/22/1987
CPC SECURITIES CORPORATION
NA
02/18/1983 - 07/03/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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