Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Ackerman is a financial professional with over 30 years of experience in the financial services industry. Douglas is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Douglas holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Douglas's professional background includes a broad range of experience in securities and investment advisory services. Douglas is dedicated to providing clients with a comprehensive range of financial services and is committed to helping clients achieve their financial goals.
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
IL
04/18/2016 - Present
Kestra Advisory Services, LLC (BANNOCKBURN IL)
MA
06/18/1992 - 11/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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