Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Theodore Van Sickle is a financial advisor at Fidelity Personal and Workplace Advisors, a firm with over 15,000 licensed agents, investment adviser representatives, and registered representatives. Douglas Theodore Van Sickle has been in the financial industry since 2006 and holds the Series 6, 7, 63, and 66 securities licenses. Douglas Theodore Van Sickle works with individuals, families, and businesses to help them reach their financial goals. Douglas Theodore Van Sickle specializes in portfolio management, financial planning, and retirement planning. Fidelity Personal and Workplace Advisors is a large firm that offers a wide range of financial services, including investment management, retirement planning, and insurance.
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.
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.
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2
UT
02/18/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
TX
07/12/2018 - 12/09/2020
CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/15/2017 - 07/02/2018
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
MO
08/28/2017 - 10/06/2017
EDWARD JONES (ST. LOUIS MO)
MA
05/05/2015 - 08/15/2017
NGAM DISTRIBUTION, L.P. (BOSTON MA)
MA
09/06/2006 - 05/04/2015
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 02/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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