Unclaimed
Douglass Ergood is a financial advisor with over 14 years of experience in the financial services industry. Douglass is currently registered with Janney Montgomery Scott LLC and is licensed in several states. Douglass has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Douglass has a deep understanding of the financial markets and is committed to providing personalized solutions to meet his clients' unique needs. Douglass has a strong focus on building long-term relationships with his clients and helping them 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.
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.
Fee plus commission
1
2
NJ
03/23/2012 - Present
Janney Montgomery Scott LLC (MARLTON NJ)
NJ
07/04/2008 - 03/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
BOTH
Issued 08/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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