Unclaimed
Douglas Frizzell is a financial advisor with over 27 years of experience in the industry. Douglas has a proven track record of providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Douglas is currently registered with Wells Fargo Advisors Financial Network, LLC in New Hampshire, Florida, and Texas, and is a registered Investment Advisor in New Hampshire, Florida, and Texas. Douglas is also a Registered Representative of FINRA and has a Series 7, Series 63, and Series 65 license. Douglas is dedicated to providing personalized financial advice and investment solutions to help clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
NH
07/05/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEDFORD NH)
NH
05/01/2008 - 07/05/2022
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
NH
07/13/1995 - 05/13/2008
CITIGROUP GLOBAL MARKETS INC. (MANCHESTER NH)
IA
Issued 07/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Frizzell is the right advisor for you? Invested Better is here to help.