Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas McDonnell is an experienced financial advisor with a focus on individual investors and high-net-worth clients. Douglas has a proven track record of success in the financial services industry, having held positions with several prominent firms including Ameriprise Financial Services, Inc. and MML Investors Services, Inc. Douglas is currently registered with Emerson Equity LLC, a San Mateo, CA-based investment advisory firm.
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.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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
CA
01/26/2023 - Present
Emerson Equity LLC (Irvine CA)
CA
08/17/2020 - 12/31/2022
WHITEHALL-PARKER SECURITIES, INC. (SAN RAFAEL CA)
CO
02/24/2020 - 08/31/2020
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
CT
10/27/2005 - 11/17/2008
MML INVESTORS SERVICES, INC. (FAIRFIELD CT)
MN
02/14/2005 - 10/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/17/2004 - 10/10/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2020
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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