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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 Roskos is a financial advisor with Raymond James Financial Services Advisors, Inc. Douglas has been in the financial services industry since 2002. Douglas is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of New Jersey. Douglas has a Series 7, Series 31, and Series 63 licenses and has also passed the SIE Exam and the Series 65 Exam. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional and has expertise in providing financial planning and investment advice to individuals, families, and businesses. In addition to his work with Raymond James, Douglas also owns Roskos Wealth Management LLC. Douglas is committed to providing his clients with personalized financial advice and helping them 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
06/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Moorestown NJ)
NJ
12/08/2006 - 06/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
03/21/2002 - 12/14/2006
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
IA
Issued 04/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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