Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Reiss is a financial advisor registered with Park Avenue Securities LLC in Needham, Massachusetts. Douglas has been in the industry since 2011. Douglas is registered with the state of Massachusetts and holds the Series 7, Series 66 and SIE licenses. Douglas specializes in financial planning, portfolio management, and providing educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
03/13/2023 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 02/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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