Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas P Dowdle is a financial advisor with over 10 years of experience in the industry. Douglas currently works at J.P. Morgan Securities LLC, where he has been since December 2016. Prior to that, Douglas was a registered representative with HSBC Securities (USA) Inc. Douglas holds Series 6, Series 63, and SIE licenses. Douglas specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Douglas has a strong commitment to providing his clients with personalized financial advice and helping them 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/23/2016 - Present
J.p. Morgan Securities LLC (GREENLAWN NY)
NY
07/28/2006 - 05/31/2007
HSBC SECURITIES (USA) INC. (HUNTINGTON STATION NY)
NY
07/21/2004 - 07/11/2006
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON STATION NY)
MA
09/26/2002 - 07/15/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/26/2002 - 07/15/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
07/23/2002 - 09/26/2002
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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