Unclaimed
Douglas Kryscio is an investment advisor representative at William Blair. Douglas has been in the industry since 2007. Douglas has a Series 7, 24, 63 and SIE license. Douglas is also a Chartered Financial Analyst. Douglas has previously worked at MMC Securities Corp. and Mercer Securities, Inc. Douglas has a broad range of experience in the financial services industry.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/09/2011 - Present
William Blair (CHICAGO IL)
NY
06/16/2003 - 12/04/2003
MMC SECURITIES CORP. (NEW YORK NY)
IL
10/18/1999 - 06/16/2003
MERCER SECURITIES, INC. (CHICAGO IL)
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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