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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 Mckenzie Hall is a financial advisor with over 15 years of experience in the industry. Currently, Douglas is registered with M Holdings Securities, Inc. and is licensed in all 50 states. Douglas specializes in providing financial planning, portfolio management, and pension consulting services. Douglas is passionate about helping his clients achieve their financial goals. He has a strong understanding of the market and is committed to providing personalized advice to meet each client's unique needs.
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.
1
2
OR
11/19/2022 - Present
M Holdings Securities, Inc. (PORTLAND OR)
FL
02/24/2015 - 01/05/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
NY
03/14/2011 - 02/23/2015
MORGAN STANLEY (PURCHASE NY)
NY
02/10/2009 - 02/07/2011
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
07/11/2006 - 10/23/2008
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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