Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Mungavin is a financial advisor who has been active in the industry since May 15, 1984. Douglas is currently registered with PFS Investments Inc. and holds the Series 6, Series 63 and SIE licenses. Douglas has been registered in Texas since July 17, 1984, in New Mexico since March 30, 1994, and in California since November 17, 1998. Douglas specializes in providing portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
05/16/1984 - Present
PFS Investments Inc. (EL PASO TX)
BC
Issued 05/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Mungavin is the right advisor for you? Invested Better is here to help.
