Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Crum is a financial advisor who has been working in the industry since 1999. Douglas is currently registered with OFG Financial Services, Inc. and is licensed in Texas. Douglas has been a registered representative with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States in the past. Douglas has earned the Series 63, Series 65, Series 7, and SIE licenses. Douglas's area of expertise is in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Douglas specializes in working with individuals, high-net-worth individuals, and corporations or other businesses.
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.
A percentage of the total value of assets under management is charged.
Timing services provided by others
1
2
KS
03/08/2000 - Present
OFG Financial Services, Inc. (TOPEKA KS)
NY
01/19/1999 - 03/28/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/19/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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