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Douglass C

Series 63, Series 65

Laguna Niguel, CA

UBS Financial Services

Douglass Cosgrove is a financial advisor with UBS Financial Services in Laguna Niguel, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS Financial Services and its predecessor, Paine Webber, since 1994. Outside of his advisory role, he serves as a reserve police officer for the Huntington Beach Police Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm provides a wide range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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