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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 Jenkins is a financial advisor with UBS Financial Services Inc. Douglas has been in the financial industry since 1995. Douglas is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Douglas specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Douglas is also registered to provide investment advice in the state of Texas. Prior to joining UBS Financial Services Inc., Douglas was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OR
03/07/2022 - Present
UBS Financial Services Inc. (LAKE OSWEGO OR)
OR
01/15/2010 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
06/01/2009 - 01/27/2010
MORGAN STANLEY SMITH BARNEY (BEAVERTON OR)
OR
04/06/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEAVERTON OR)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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