Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Frevert is a financial advisor with Raymond James Financial Services Advisors, Inc., located in West Palm Beach, Florida. Douglas has been in the financial services industry since September 1, 1982. Douglas has a variety of experience in the financial services industry, having worked with multiple firms in his career. Douglas also holds several licenses and certifications, including the Series 7, 6, 63, 65, 9 and 10 licenses. Douglas has also been awarded the Certified Financial Planner (CFP) designation. The advisor provides services to individuals, families, and businesses, including financial planning, investment management, retirement planning, and insurance. Douglas Frevert is committed to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/03/2012 - Present
Raymond James Financial Services Advisors, Inc. (West Palm Beach FL)
FL
08/02/1989 - 03/16/2012
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
NY
09/24/1985 - 08/14/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
09/02/1982 - 01/02/1986
LINCOLN INVESTMENT PLANNING, INC.
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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