Unclaimed
Douglas Rabil is a financial advisor currently registered with Edelman Financial Engines. Douglas has been in the financial services industry since 1984. Douglas holds the Series 63 and 65 securities licenses as well as the Series 24 principal license. Douglas is also a Certified Financial Planner. Douglas has previously worked at EF Legacy Securities, LLC; Sanders Morris Harris LLC; Royal Alliance Associates, Inc.; World Invest Corporation; Signet Financial Services, Inc.; and Capital Analysts, Incorporated.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
05/08/1997 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
05/16/1996 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
NC
02/03/1992 - 05/15/1996
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
OH
06/14/1985 - 01/07/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
07/26/1984 - 08/22/1985
CALVERT SECURITIES CORPORATION
IA
Issued 10/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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