Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Applegate is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Douglas has been in the financial industry since 1999. Douglas is registered in 27 states and has obtained his Series 6, 7, 9, 10, 63 and 66 licenses. Douglas provides financial planning, portfolio management, pension consulting and educational seminars to individuals, corporations and businesses. Douglas owns and operates Centennial State Wealth Advisors and is a President of the company. Prior to joining Raymond James Financial Services, Inc. Douglas worked with Edward Jones.
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
CO
08/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (Centennial CO)
CO
02/05/2001 - 05/22/2017
EDWARD JONES (CENTENNIAL CO)
GA
08/16/1999 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Applegate is the right advisor for you? Invested Better is here to help.
