Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Verley is a financial professional with over 35 years of experience in the financial services industry. Douglas has a strong background in providing investment advice and financial planning services. Douglas currently works with Osaic Wealth, Inc. and is registered with the state of South Dakota as an Investment Advisor Representative. Prior to joining Osaic Wealth, Inc., Douglas was associated with Woodbury Financial Services, Inc. and First Heartland Capital, Inc. Douglas holds the Series 6, 7, 22, 63, and 65 licenses as well as the SIE exam. Douglas is a Certified Financial Planner™ and offers financial planning services, portfolio management for individuals and businesses, and pension consulting services to his clients.
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
SD
01/19/2024 - Present
Osaic Wealth, Inc. (CANTON SD)
SD
08/10/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CANTON SD)
SD
12/19/2002 - 08/17/2020
FIRST HEARTLAND CAPITAL, INC. (CANTON SD)
MN
07/01/2002 - 12/31/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/29/1986 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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