Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas James Bulger is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Douglas Bulger is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Douglas James Bulger has previously worked for Eagle Fund Distributors, Inc., Morgan Keegan & Company, Inc., Muriel Siebert & Co., Inc., Colonial Brokerage, Inc., Comerica Securities, and TD Waterhouse Investor Services, Inc. Douglas Bulger holds a number of securities licenses, including Series 4, 7, 9, 10, 24, 31, 63, and 66. Douglas Bulger's professional experience encompasses various aspects of financial services including, securities, investment advisory, and financial planning.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/20/2010 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/06/2014 - 07/24/2015
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/16/2012 - 03/13/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
FL
01/02/2009 - 04/09/2010
MURIEL SIEBERT & CO., INC. (NAPLES FL)
FL
05/28/2008 - 12/03/2008
COLONIAL BROKERAGE, INC. (EUSTIS FL)
FL
08/26/2005 - 04/23/2008
COMERICA SECURITIES (NAPLES FL)
NE
05/02/2001 - 07/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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