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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 Karl Everett is a financial advisor with Ameriprise Financial Services, LLC. Douglas has been in the industry since 1984 and specializes in asset allocation services, financial planning, and portfolio management for individuals and businesses. Douglas has experience with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. In addition to being a Certified Financial Planner, Douglas also holds the Series 6, 7, 22, 24, 52TO, 53, and 63 licenses.
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.
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2
OR
01/12/2023 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
06/05/2008 - 03/06/2020
VOYA FINANCIAL ADVISORS, INC. (PORTLAND OR)
OR
03/15/2004 - 06/05/2008
AXA ADVISORS, LLC (PORTLAND OR)
NY
10/25/1999 - 03/05/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/25/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
12/14/1984 - 08/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/14/1984 - 08/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/14/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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