Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Velnoskey is a financial advisor with Janney Montgomery Scott LLC. Douglas has been in the financial industry since 1987. Douglas is registered with the following states: Alabama, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Douglas holds the following licenses: Series 31, SIE, Series 7, Series 10, Series 9, and Series 63. Douglas is a Certified Financial Planner. Douglas has experience working with clients of all types, including high net worth individuals, corporations, and charitable organizations. Douglas is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
11/08/2013 - Present
Janney Montgomery Scott LLC (WESTMINSTER MD)
MD
06/01/2009 - 11/20/2013
MORGAN STANLEY (BALTIMORE MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTMINSTER MD)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
06/12/1987 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
02/26/1987 - 06/19/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Douglas Velnoskey is the right advisor for you? Invested Better is here to help.
