Unclaimed
Douglas McGurn is a financial advisor registered with Janney Montgomery Scott LLC, with an office in Le Moyne, Pennsylvania. Douglas has been a financial advisor since 2008. Douglas has a Series 63 license, as well as Series 7 and SIE licenses. Douglas was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/22/2024 - Present
Janney Montgomery Scott LLC (LE MOYNE PA)
PA
07/05/2022 - 08/23/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)
PA
02/13/2015 - 04/26/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Camp Hill PA)
PA
12/03/2007 - 02/19/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CAMP HILL PA)
BC
Issued 03/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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