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 Martin is a financial advisor at Western International Securities, Inc. located in Westlake Village, CA. Douglas has been in the financial services industry since March 2000. Douglas has Series 7 and Series 66 licenses, along with the SIE. Douglas specializes in portfolio management for individuals and businesses. Douglas's previous experience includes time spent with D.A. Davidson & Co., Crowell Weedon & Co., UBS PaineWebber Inc. and Linsco/Private Ledger Corp.
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.
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CA
06/08/2022 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
11/25/2013 - 09/18/2014
D.A. DAVIDSON & CO. (WESTLAKE VILLAGE CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (WESTLAKE VILLAGE CA)
CA
03/10/2003 - 11/04/2013
CROWELL, WEEDON & CO. (WESTLAKE VILLAGE CA)
NJ
05/25/2000 - 03/19/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
SC
02/28/2000 - 05/15/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 03/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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