Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Parke Wilkinson is a financial advisor with PFG Advisors. Douglas has been in the financial services industry since 1992 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Douglas is registered with the state of Arizona and is also a licensed insurance agent. Douglas is dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance services.
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.
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.
1
2
AZ
08/31/2021 - Present
PFG Advisors (PHOENIX AZ)
AZ
08/23/2021 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
09/23/2015 - 08/23/2021
BBVA SECURITIES INC. (TEMPE AZ)
CA
10/01/2012 - 09/24/2015
J.P. MORGAN SECURITIES LLC (VISTA CA)
TX
01/19/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT WORTH TX)
AL
11/14/2006 - 04/28/2010
PROEQUITIES, INC. (BIRMINGHAM AL)
IL
02/09/2006 - 07/12/2006
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IL
07/06/2005 - 02/14/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/13/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
02/07/2001 - 02/07/2003
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
IL
04/27/1995 - 12/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
ME
11/01/1994 - 03/03/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
KS
09/05/1989 - 11/28/1994
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
BOTH
Issued 01/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Wilkinson is the right advisor for you? Invested Better is here to help.
