Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Waltz is a financial advisor at Founders Financial Securities LLC. Douglas has been in the financial services industry for over 35 years. He has experience in financial planning and investment management for individuals, businesses, and pension plans. He holds the Series 66, Series 7 and SIE securities licenses and is licensed in Delaware and Pennsylvania. Douglas also operates Wealth Planning Group, LLC.
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.
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2
PA
11/14/2023 - Present
Founders Financial Securities LLC (Chadds Ford PA)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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