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. Duerr is a financial advisor with over 20 years of experience. Douglas is a registered representative of Private Advisor Group, LLC and is also a Certified Financial Planner. Douglas has previously worked for U.S. Wealth Advisors, LLC, Lincoln Financial Securities Corporation, and AXA Advisors, LLC. Douglas is a graduate of the University of Massachusetts at Amherst, with a Bachelor of Arts degree in Economics. Douglas provides financial planning and investment advisory services to individuals, families, and businesses. Douglas is licensed in 14 states and specializes in providing financial advice to high-net-worth individuals, families, and businesses. Douglas has a strong understanding of the financial markets and a proven track record of success.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/07/2014 - Present
Private Advisor Group, LLC (MONTVILLE NJ)
NJ
05/13/2009 - 12/03/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (MONTVILLE NJ)
NJ
09/12/2008 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (MONTVILLE NJ)
NJ
01/07/2002 - 09/17/2008
AXA ADVISORS, LLC (MONTVILLE NJ)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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