Unclaimed
Douglas Voight is a financial advisor with over 24 years of experience in the industry. Currently, Douglas is an investment advisor representative at Schwab Wealth Advisory, Inc. Douglas's previous experience includes working with Peters Securities Co., LP and Chicago Partnership Board, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
IL
02/04/1998 - 06/26/2002
PETERS SECURITIES CO., LP (CHICAGO IL)
IL
10/28/1997 - 01/08/1998
CHICAGO PARTNERSHIP BOARD, INC. (CHICAGO IL)
BOTH
Issued 07/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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