Doug is an Investment Advisor Representative (IAR). Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 63 and 24 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.