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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 Jacobson is a financial advisor who has been active in the financial industry since March 16, 2000. Douglas is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 1, 2008. Prior to that, Douglas worked with A. G. EDWARDS & SONS, INC. from March 17, 2000, to January 3, 2008. Douglas is currently registered in 27 states and specializes in investment consulting services to institutional clients as well as providing financial planning and pension consulting. Douglas holds Series 7, 31, 63 and 66 licenses and the SIE exam.
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.
Investment consulting services to institutional clients
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
SD
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
03/17/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SIOUX FALLS SD)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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