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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 Bayer is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Douglas has been in the industry since 1991 and has a long history of experience in the financial services industry. Douglas is registered in 52 states and the District of Columbia. The advisor's area of expertise includes financial planning, portfolio management, and pension consulting.
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.
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2
DC
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (WASHINGTON DC)
DC
05/20/2011 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
06/01/2009 - 06/01/2011
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
02/10/1995 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
NY
09/09/1991 - 11/19/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/19/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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