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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 Michael Quartner is a financial advisor at Morgan Stanley. Douglas is a registered investment advisor in multiple states and has a history of working in the industry. Douglas has worked at multiple firms in his career including Lehman Brothers Inc, Neuberger Berman, LLC and Barclays Capital Inc. Douglas has a wealth of experience in the financial services industry and is committed to providing his clients with the highest quality of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
09/22/2008 - 04/04/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/03/2008 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/10/2002 - 06/04/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
03/27/2000 - 06/05/2002
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NY
06/09/1998 - 03/27/2000
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
10/22/1981 - 04/24/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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