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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Moss is a registered Investment Advisor Representative with Parallel Advisors, LLC in San Francisco, CA. Douglas has been in the industry since October 2018. Douglas specializes in financial planning, pension consulting and selection of other advisors for individual and business clients. Douglas holds the Series 66, Series 7 and SIE licenses. Douglas was previously an employee of Edward Jones Investments in Walnut Creek, CA.
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.
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CA
06/16/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
10/11/2018 - 06/19/2023
EDWARD JONES (WALNUT CREEK CA)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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