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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 Jamison is a financial advisor with Fidelity Personal And Workplace Advisors, a firm that manages between $1 billion and $10 billion in assets. Douglas has been working in the financial industry since 2019 and is registered to provide investment advice in 53 states. In addition to his Series 66, 7, 9 and 10 licenses, Douglas also holds the SIE license and has experience with a variety of financial services, including portfolio management, financial planning, and educational seminars. Douglas has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He is committed to providing personalized financial advice and 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.
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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2
KY
11/24/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
PA
04/01/2020 - 09/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEWICKLEY PA)
PA
02/01/2019 - 10/31/2019
EDWARD JONES (CANONSBURG PA)
BOTH
Issued 04/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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