Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Pendleton is a financial advisor with over 30 years of experience in the industry. Douglas has a strong background in securities and investment banking, having worked with a number of well-known firms including Securities America, Inc. and Edward D. Jones & Co., L.P. Douglas is currently registered with Osaic Wealth, Inc. and provides a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Douglas is committed to helping clients reach 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.
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.
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.
1
2
MS
06/14/2024 - Present
Osaic Wealth, Inc. (MCCOMB MS)
MS
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MCCOMB MS)
MS
04/03/1987 - 07/17/2020
INVESTACORP, INC. (MCCOMB MS)
NA
03/07/1986 - 05/08/1987
EDWARD D. JONES & CO., L.P.
NA
02/21/1986 - 02/27/1986
PREFERRED INTEREST SECURITIES CORPORATION
BC
Issued 03/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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