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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 Roeder Timmerman is a financial advisor with Mariner Wealth. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience in the financial services industry. Douglas has a wide range of experience in helping clients with their financial planning needs, including retirement planning, investment management, and estate planning. Douglas is committed to providing his clients with personalized service and helping them achieve their financial goals. Douglas is registered with the state of Florida and holds the Series 7, Series 66, and SIE licenses. Douglas is also a registered representative of Mariner Wealth.
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.
Family office services
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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FL
07/23/2021 - Present
Mariner Wealth (Sarasota FL)
CA
08/29/2018 - 07/06/2021
MSEC, LLC (SAN DIEGO CA)
CA
04/26/2016 - 08/28/2018
PARK AVENUE SECURITIES LLC (LA JOLLA CA)
CA
12/26/2013 - 04/22/2016
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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