Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Karl Heil has over 30 years of experience in the financial services industry. Douglas is a Registered Representative of LPL Financial LLC. Douglas has held previous positions with Avantax Investment Services, Inc. and Investment Advisors & Consultants, Inc. Douglas is a member of the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63 and SIE licenses. Douglas specializes in a variety of financial services including investment planning, retirement planning and estate planning. Douglas is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
09/23/2021 - Present
LPL Financial LLC (FLEMINGTON NJ)
NJ
11/25/1992 - 09/23/2021
AVANTAX INVESTMENT SERVICES, INC. (FLEMINGTON NJ)
NJ
09/17/1991 - 11/09/1992
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NJ
06/07/1991 - 09/19/1991
TFS SECURITIES, INC. (LINCROFT NJ)
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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