Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Morey is a financial advisor with over 39 years of experience in the financial services industry. Douglas is registered with Osaic Wealth, Inc. and has held prior registrations with Securities America, Inc., Investcorp, Inc., FSC Securities Corporation, American Express Financial Advisors Inc., and IDS Financial Services Inc. Douglas is a registered representative and investment advisor representative. He is licensed to provide investment advisory services in 5 states. Douglas specializes in retirement planning, estate planning, insurance, college savings plans, investment management, and 401k rollovers.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FORT MYERS BEACH FL)
MN
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (EDINA MN)
MN
06/02/1989 - 07/17/2020
INVESTACORP, INC. (EDINA MN)
GA
04/11/1988 - 06/12/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
09/24/1984 - 04/19/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/24/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 08/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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