Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Standish is a financial professional with over 20 years of experience in the industry. Douglas has held positions at several firms including Stifel, Nicolaus & Company, Incorporated, A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. Douglas is currently registered with Oppenheimer & Co. Inc. Douglas is registered in 14 states and has a Series 7, Series 31, Series 63, and Series 65 licenses. Douglas specializes in portfolio management for individuals, businesses, pooled investment vehicles and other entity types, as well as financial planning and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
10/29/2009 - Present
Oppenheimer & Co. Inc. (CHESTERFIELD MO)
MO
06/01/2009 - 10/29/2009
MORGAN STANLEY SMITH BARNEY (CHESTERFIELD MO)
MO
10/15/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHESTERFIELD MO)
MO
10/22/1999 - 11/09/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
07/20/1999 - 10/06/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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
Not sure Douglas Standish is the right advisor for you? Invested Better is here to help.
