Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Knobelauch is a financial advisor at LPL Financial LLC. Douglas has been in the financial services industry since July 1997. Douglas has a Series 6 and Series 63 license. Douglas has been registered with LPL Financial LLC since July 2013. Douglas has a branch office in RESTON, VA. Douglas has been registered in 12 states. Douglas has been registered in 12 states. Douglas specializes in retirement planning, college savings, and estate planning. Douglas is committed to providing personalized financial advice to help 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.
Consulting and other non-discretionary advisory services
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.
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VA
07/02/2013 - Present
LPL Financial LLC (RESTON VA)
MD
01/23/1998 - 06/28/2013
NEW ENGLAND SECURITIES (BETHESDA MD)
VT
07/09/1997 - 01/20/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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