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Douglas Giageos is a financial advisor at Mercer Global Advisors Inc. Douglas is a Certified Financial Planner and a Chartered Financial Analyst. Douglas has been working in the financial services industry since 2009. Douglas has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Douglas provides a variety of financial services including financial planning, investment management, trust services, estate planning, tax return preparation, and consultation. Douglas is registered with the state of Texas and the state of Wisconsin.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
06/15/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
Active
Inactive
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