Doug Standish, Crpc® Email & Phone Number

Doug Standish is a financial advisor at Oppenheimer & Co. Inc. My investment process focuses on designing portfolios that consider short term needs, long term objectives and risk management to face potentially volatile markets. Developing a portfolio involves an understanding of what prospective clients seek to accomplish and tailoring a personalized portfolio to suit each family's unique needs. Cash flow, estate planning structure, life insurance and wealth transfer should all be addressed. I believe that your investments should complement one another, not compete for returns. A carefully designed asset allocation model can help avoid overlap as well as unnecessary fees. Before joining Oppenheimer & Co. Inc. on November of 2009, I worked with several major firms including Morgan Stanley - Smith Barney, Stifel, Nicolaus and A.G. Edwards. General Securities Representative Exam (Series 7) Uniform Investment Advisor Law Exam (Series 65) Uniform Security Agent State Law Exam (Series 63) Futures Managed Funds Examination (Series 31) I am licensed in the following states: AR, AZ, CO, FL, GA, IL, KS, MO, NC, OH, OR, & TX. Any information contained here in pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.