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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 Tilghman Wilson is a financial advisor who is currently registered with Onedigital Investment Advisors. Douglas has been in the industry for over a decade, having previously worked at Purshe Kaplan Sterling Investments and Putnam Retail Management Limited Partnership. Douglas has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Douglas is a Certified Financial Planner and has a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He is licensed to provide investment advice in Massachusetts. Douglas focuses on providing financial planning and investment advice to individuals, businesses, and institutions. His specialties include retirement planning, college savings, estate planning, and investment management. Douglas is committed to helping his clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
07/12/2022 - Present
Onedigital Investment Advisors (Danvers MA)
MA
11/02/2017 - 04/29/2022
PURSHE KAPLAN STERLING INVESTMENTS (Danvers MA)
MA
08/14/2012 - 08/04/2017
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 07/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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