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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Paul Ferry is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ferry has been in the industry since 1999. Ferry has also previously worked at Key Investment Services LLC, McDonald Investments Inc., The Huntington Investment Company and Morgan Stanley DW Inc. Ferry's current registration is active in Indiana and Texas. Ferry is registered with the Financial Industry Regulatory Authority (FINRA). Ferry is a registered representative and investment advisor representative.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
09/27/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CARMEL IN)
IN
01/03/2006 - 07/14/2008
KEY INVESTMENT SERVICES LLC (KOKOMO IN)
OH
03/11/2005 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
12/11/2001 - 03/11/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
07/12/1999 - 12/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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