Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Heilman is a financial advisor with LPL Financial LLC, based in GRAND RAPIDS, MI. Douglas has been in the industry since 2013 and holds the Series 7 and Series 66 licenses. Douglas's specialties include retirement planning, college savings planning, and investment management. Douglas is also a licensed insurance agent and can assist clients with their insurance needs. Douglas and LPL Financial offer a range of financial services, including investment management, retirement planning, and financial planning.
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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MI
07/21/2021 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
07/22/2013 - 07/21/2021
WADDELL & REED (MUSKEGON MI)
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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