Doug Isaacs, CFP

Doug Isaacs, CFP

Revenue Recovery Supervisor

Followers of Doug Isaacs, CFP371 followers
location of Doug Isaacs, CFPGreater Indianapolis

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  • Timeline

  • About me

    Making sense of investing

  • Education

    • Indiana University-Purdue University at Indianapolis

      2001 - 2005
      Bachelor's degree Finance

      Kelley School of Business

  • Experience

    • UPS

      Aug 2001 - Jan 2005
      Revenue Recovery Supervisor
    • JPMorgan Chase & Co.

      May 2004 - May 2010
      Financial Advisor
    • Fifth Third Securities

      May 2010 - Jul 2014
      Investment Representative
    • Huntington Investment Company

      Jul 2014 - Nov 2015
      Financial Advisor
    • First Merchants Investment Services

      Nov 2015 - Sept 2019
      Senior Investment Consultant
    • Edward Jones

      Sept 2019 - now
      Financial Advisor
  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2018
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Jul 2008
    • Series 6

      FINRA (Financial Industry Regulatory Authority)
      Sept 2005
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Sept 2005
    • Series 65

      FINRA (Financial Industry Regulatory Authority)
      Jul 2008
    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2018