Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Steven Kuring is a financial advisor with over 5 years of experience in the financial services industry. Douglas is currently registered with Wealth Enhancement Advisory Services, LLC. Douglas holds the Series 63, Series 65, Series 7TO and SIE securities licenses. Douglas has also earned the Certified Financial Planner designation. Douglas's practice is focused on providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Douglas specializes in financial planning, portfolio management, and pension consulting. Douglas has a strong track record of success in helping clients achieve their financial goals. Douglas is committed to providing his clients with personalized attention and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
03/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CT
12/14/2020 - 03/03/2021
TRIAD ADVISORS LLC (DANBURY CT)
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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