Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Kent Shannep is a financial advisor with over 30 years of experience in the industry. Douglas has worked with Osaic Wealth, Inc. since January 2024, and previously held positions with Woodbury Financial Services, Inc. and Mutual Service Corporation. Douglas is registered as a registered representative in California and Texas. Douglas offers financial planning, pension consulting, and portfolio management services.
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.
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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2
TX
03/08/2024 - Present
Osaic Wealth, Inc. (GEORGETOWN TX)
TX
10/29/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GEORGETOWN TX)
CA
03/31/1999 - 11/16/2007
MUTUAL SERVICE CORPORATION (SAN DIEGO CA)
CA
01/17/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
09/06/1984 - 01/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
07/11/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
09/06/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 11/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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