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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 Brandeen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Douglas has been in the industry since 1998 and has a strong track record of providing financial advice and investment management services. He has a wide range of experience, including work with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. He is registered to provide investment advice in several states, including Maryland, Texas, Pennsylvania, and others. Douglas is committed to providing clients with personalized financial advice and investment solutions.
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.
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.
Investment consulting services to institutional clients
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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2
MD
01/23/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
04/09/2002 - 06/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NY
06/29/1998 - 03/25/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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