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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 Eikenberry is a financial advisor at Steward Partners Investment Advisory, LLC. He has over 30 years of experience in the financial services industry, with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Douglas has been a Certified Financial Planner™ since 1999. He is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA) and holds both Series 7 and Series 65 licenses. In addition to his work with Steward Partners Investment Advisory, LLC, Douglas is also a registered investment advisor in several states, including Oregon, Texas, and New York.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
OR
05/04/2023 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
04/16/1999 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
01/27/1994 - 04/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/28/1993 - 10/12/1993
J.R.P. SECURITIES INC. (NEW YORK NY)
IA
Issued 02/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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