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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 Wollney is a financial advisor with over 3 years of experience in the industry. Douglas is currently registered with Morgan Stanley and is licensed to provide financial advice in a number of states. Prior to joining Morgan Stanley, Douglas was an advisor with Edward Jones, where they served clients from 2020 to 2023. Douglas holds the Series 66, Series 7TO, and SIE licenses. Douglas has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. Douglas specializes in providing asset allocation advice, financial planning, and portfolio management services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
09/13/2023 - Present
Morgan Stanley (Barrington IL)
IL
05/11/2020 - 09/14/2023
EDWARD JONES (PARK RIDGE IL)
BOTH
Issued 07/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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