Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duglas? Claim Your ProfileDuglas Souvenir is an investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Tigard, OR. Duglas has been in the financial services industry since July 31, 1995. Duglas has a Series 63 and Series 65 license, as well as a Series 7 and Series 6 licenses. Duglas has been registered with Raymond James Financial Services Advisors, Inc. since June 10, 2016. Previously, Duglas was registered with FORESTERS FINANCIAL SERVICES, INC. from August 1, 1995 to May 23, 2016. Duglas provides investment advice and portfolio management services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
06/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
OR
08/01/1995 - 05/23/2016
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 10/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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