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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Campbell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the CORAL GABLES, FL office. Douglas Campbell is a registered representative with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in both the state of New Jersey and New York. Douglas Campbell specializes in working with corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and insurance companies. Douglas Campbell has been in the industry since 2007 and has a comprehensive understanding of financial markets and investment strategies. In addition to providing investment advice, Douglas Campbell also offers financial planning and portfolio management services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
NY
05/10/2019 - 07/06/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/18/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/23/2013 - 06/11/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/16/2007 - 05/20/2013
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
IA
Issued 01/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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