Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Larson has been in the financial services industry since October 13, 2000. Douglas is currently registered with Concourse Financial Group Securities, Inc. and has been with this firm since September 2020. Douglas has also been registered with CITIGROUP GLOBAL MARKETS INC., QUASAR DISTRIBUTORS, LLC and KOVACK SECURITIES INC. Douglas is a Personal Financial Specialist and has been with Williams & Company and Honkamp Krueger Financial Services. Douglas has also been a director of Larson Laboratory Eggs, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
10/07/2020 - Present
Concourse Financial Group Securities, Inc. (Elkhorn NE)
NE
08/12/2004 - 02/07/2006
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
ME
04/27/2004 - 05/03/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
FL
01/02/2003 - 04/21/2004
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
ME
08/07/2001 - 12/31/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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