Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas McDaniel is a financial professional with over 30 years of experience in the industry. Douglas is currently registered with Waverly Advisors, LLC, and is licensed to offer investment advice in Mississippi and Texas. Douglas has a proven track record of success in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, corporations, and charitable organizations. Douglas is a Certified Financial Planner and has held Series 7, 24, 31, and 63 licenses.
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.
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
MS
03/29/2024 - Present
Waverly Advisors, LLC (RIDGELAND MS)
MS
06/08/2006 - 03/17/2009
STANFORD GROUP COMPANY (JACKSON MS)
MS
05/05/1997 - 07/07/2006
FSC SECURITIES CORPORATION (JACKSON MS)
MA
03/06/1995 - 05/05/1997
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MO
03/25/1988 - 03/06/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/21/1985 - 03/29/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 03/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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