Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Corp is an investment advisor representative with Edelman Financial Engines. Douglas has been in the industry since August 2010 and has passed the Series 7, SIE and Series 66 exams. He is currently registered with the state of Ohio and Texas. Douglas has previously worked with Mutual of America Life Insurance Company, Mutual of America Securities LLC, PNC Investments, and Charles Schwab & Co., Inc. He has experience providing financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
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
OH
10/16/2019 - Present
Edelman Financial Engines (BOARDMAN OH)
OH
03/04/2014 - 10/30/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
03/04/2014 - 10/30/2014
MUTUAL OF AMERICA SECURITIES LLC (AKRON OH)
OH
03/12/2012 - 02/26/2014
PNC INVESTMENTS (STOW OH)
OH
08/12/2010 - 02/28/2012
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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