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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Winzelberg is a financial advisor registered with Ameriprise Financial Services, LLC and is based in Barrington, IL. Douglas is a seasoned professional with over 35 years of experience in the financial services industry. He is active in both broker-dealer and investment advisor capacities and holds a Series 7, Series 63, and Series 65 license. Douglas has been associated with Ameriprise since April 2010 and has a branch office located in Barrington and Chicago. He previously worked at UBS Financial Services Inc. from July 1986 to April 2010. Douglas provides a wide range of financial services, including financial planning, portfolio management, asset allocation, pension consulting, educational seminars, and selection of other advisors. His focus is on helping individual clients, corporations and trusts/estates achieve 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.
Asset allocation services
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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IL
11/04/2019 - Present
Ameriprise Financial Services, LLC (Barrington IL)
IL
07/23/1986 - 04/12/2010
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IA
Issued 01/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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