Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Ramer is a financial advisor with over 20 years of experience in the industry. Douglas currently works with BOK Financial Securities, Inc. in Little Rock, Arkansas. Douglas is a Series 6, 7, 63, and SIE licensed advisor and holds a variety of specializations including Fixed Annuities, Variable Annuities, Mutual Funds, Retirement Planning, and Estate Planning. Douglas is registered with the state of Arkansas and previously worked with Crews & Associates, Inc. in Little Rock, Arkansas and MetLife Securities Inc. in Springfield, Massachusetts.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
AR
01/27/2005 - Present
BOK Financial Securities, Inc. (Little Rock AR)
AR
10/12/2004 - 01/06/2005
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
MA
06/14/2002 - 10/14/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/14/2002 - 10/14/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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