Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Perry is a financial advisor with over 30 years of experience in the financial services industry. Douglas is a registered representative and investment advisor representative of Mariner Wealth Advisors. Douglas holds multiple licenses and certifications including Series 6, 7, 26, 63, and 65. Douglas has been active in the financial services industry since 1992 and previously worked with Cetera Advisors LLC, Pacific West Securities, Inc., United Securities Alliance, Inc., WMA Securities, Inc., and Intersecurities, Inc. Douglas is a skilled financial advisor who can assist clients with a variety of financial planning needs.
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.
Family office 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
OR
01/04/2022 - Present
Mariner Wealth (Tigard OR)
OR
02/28/2012 - 01/04/2022
CETERA ADVISORS LLC (PORTLAND OR)
OR
05/14/2004 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
CO
07/06/2001 - 05/27/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
06/06/1994 - 07/02/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
08/05/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 05/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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