Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Douglass is an investment advisor representative and financial planner affiliated with Charles Schwab & Co., Inc. Scott has been in the industry since 2008 and is registered in 53 states and the District of Columbia. Scott also holds the Series 6, 7, and 66 licenses. Scott specializes in investment advisory services and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/09/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
03/12/2008 - 03/01/2012
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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