Unclaimed
Douglas McClane is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Colorado Springs, CO. Douglas has been in the financial services industry since 1987 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Douglas is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Kansas, Maine, Minnesota, Montana, Nebraska, New Mexico, Oklahoma, Oregon, and Texas. Douglas is also a licensed insurance agent and holds several industry certifications. Douglas has a strong commitment to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
07/18/2012 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
09/15/2000 - 06/14/2012
PRIME CAPITAL SERVICES, INC. (COLORADO SPRINGS CO)
NY
08/10/2000 - 09/14/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
03/30/1994 - 12/31/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
08/09/1993 - 04/01/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
04/30/1990 - 09/03/1992
ILG SECURITIES CORPORATION (KANSAS CITY MO)
NA
06/25/1987 - 09/27/1988
TRANSAM SECURITIES, INC.
NA
12/16/1986 - 06/22/1987
BERACHAH SECURITIES CORPORATION
NA
03/05/1985 - 11/24/1986
FSC SECURITIES CORPORATION
NA
11/05/1982 - 03/08/1985
CFS SECURITIES CORP.
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/22/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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