Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dreyer is a financial advisor with M Holdings Securities, Inc. based in WEST PALM BEACH, FL. Douglas has been in the financial industry since 2004. Douglas is registered in Delaware, Florida, New York, and Tennessee. Douglas specializes in various financial products and 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.
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.
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FL
12/07/2020 - Present
M Holdings Securities, Inc. (WEST PALM BEACH FL)
NY
01/02/2018 - 11/15/2018
MML INVESTORS SERVICES, LLC (Pound Ridge NY)
CO
06/16/2014 - 12/31/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
08/18/2005 - 03/13/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
07/20/2000 - 07/27/2005
AMERICAN BENEFITS & COMPENSATION SECURITIES CORP (NEW YORK NY)
FL
11/19/1999 - 08/25/2000
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
BC
Issued 08/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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