Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Braxton House is a financial advisor with Truist Advisory Services, Inc. Douglas has been in the industry since 2013 and holds Series 66, Series 7, Series 6TO, and SIE licenses. Douglas has been with Truist Advisory Services, Inc. since 2022. Prior to that, Douglas worked for First Citizens Investor Services, Inc. from 2022 to 2022, Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2015 to 2021, and Wells Fargo Advisors, LLC from 2013 to 2015.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/15/2022 - Present
Truist Advisory Services, Inc. (GREENSBORO NC)
NC
02/10/2022 - 09/12/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (High Point NC)
NC
10/23/2015 - 03/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HIGH POINT NC)
NC
11/21/2013 - 03/03/2015
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
BOTH
Issued 1/9/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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