Unclaimed
Douglas Nola is a financial advisor who has been in the industry since August 16, 2002. Douglas is registered with Ameriprise Financial Services, LLC and has been with them since March 2020. Previously, Douglas was with IDS LIFE INSURANCE COMPANY from August 16, 2002 until July 3, 2006. Douglas is registered in 13 states and has passed the Series 66, Series 7, and SIE exams. Douglas specializes in several areas, including investment advisory, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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
PA
07/14/2003 - Present
Ameriprise Financial Services, LLC (Meadville PA)
MN
08/16/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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