Unclaimed
Douglas Drelich has been in the financial industry since 1994. He has a long history of working with both individuals and high-net-worth clients. Douglas is currently a Registered Representative with Creativeone Securities, LLC. Previously, Douglas worked with BROKER DEALER FINANCIAL SERVICES CORP. and PRINCOR FINANCIAL SERVICES CORPORATION. Douglas offers financial planning and portfolio management services to individuals and manages assets for high-net-worth clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
12/05/2024 - Present
Creativeone Securities, LLC (Overland Park KS)
FL
10/28/2008 - 07/01/2011
BROKER DEALER FINANCIAL SERVICES CORP. (JACKSONVILLE FL)
FL
06/14/1994 - 11/04/2008
PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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