Unclaimed
Douglas Messina is a financial advisor with Ameriprise Financial Services, LLC. Douglas has been in the industry since 2006 and holds the Series 66 and Series 7 licenses. Douglas has experience in various financial services, including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Douglas is registered to provide advisory services in 27 states, including New Jersey, New York, and Texas. Douglas has previously worked with Hightower Securities, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
Asset allocation 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
NY
03/12/2019 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
02/12/2010 - 05/22/2013
HIGHTOWER SECURITIES, LLC (HARRISON NY)
NY
06/01/2009 - 03/12/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
07/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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