Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Harman is a financial advisor with over 20 years of experience in the industry. Currently, Douglas is a Registered Representative with Raymond James Financial Services Advisors, Inc. Douglas has held previous roles at UnionBanc Investment Services, LLC, BancWest Investment Services, Inc., and U.S. Bancorp Investments, Inc. Douglas has a wide range of experience and is licensed to provide financial advice in several states, including Oregon, Texas, and Washington.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
03/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (Portland OR)
OR
01/20/2015 - 03/22/2023
UNIONBANC INVESTMENT SERVICES, LLC (PORTLAND OR)
OR
09/21/2007 - 01/28/2015
BANCWEST INVESTMENT SERVICES, INC. (GRESHAM OR)
OR
05/24/2002 - 08/17/2007
U.S. BANCORP INVESTMENTS, INC. (KEIZER OR)
NJ
12/07/2001 - 01/24/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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