Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Martin Fair is an investment advisor representative with Western International Securities, Inc. Douglas has been in the financial services industry since 1992. Douglas is also the owner of Your Money Coach Financial Services, an independent investment advisor firm. Douglas specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and charitable organizations.
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
CA
12/21/2023 - Present
Western International Securities, Inc. (Northridge CA)
CA
04/16/2003 - 08/21/2017
FINANCIAL WEST GROUP (MOORPARK CA)
AZ
11/16/1998 - 05/06/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
05/12/1997 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
MN
02/27/1992 - 06/09/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/1992 - 06/09/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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