Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Whittle is a registered representative with over 20 years of experience in the financial services industry. Douglas has extensive knowledge in investments, and his expertise encompasses various sectors including, but not limited to, portfolio management for individuals and businesses, as well as financial planning and pension consulting services. He has earned the Series 7, 24, 63 and 66 securities licenses and is currently registered in the state of Washington as an Investment Advisor Representative (IAR) with Financial Advocates Investment Management. In addition to his role at Financial Advocates Investment Management, Douglas is also affiliated with Financial Advocates Wealth Management and Financial Advocates Advisory Services, both registered investment advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
08/22/2018 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
05/24/2005 - 05/05/2017
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
WA
08/01/2007 - 04/04/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
NA
07/28/1993 - 11/22/1994
ABN AMRO INVESTMENT SERVICES, INC.
NA
05/15/1992 - 06/22/1993
PACIFIC BROKERAGE SERVICES, INC.
NA
11/25/1991 - 01/14/1992
CHATFIELD DEAN & CO., INC.
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Whittle is the right advisor for you? Invested Better is here to help.
