Unclaimed
Douglas William Clark is a registered representative with Edward Jones, a financial services firm with a long history of providing financial advice and investment products to individuals and families. Douglas has been in the financial industry since April 2015, and holds several licenses and certifications. These include the Series 66, Series 7, and Securities Industry Essentials Examination (SIE). Douglas has a strong record of providing financial advice to clients in various states. His areas of expertise include financial planning, retirement planning, college savings, and investment management.
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.
See schedule d - miscellaneous
1
2
ID
04/23/2021 - Present
Edward Jones (NAMPA ID)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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