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Douglas Verduin

WORLD INVESTMENTS
Ramsey, NJ 07446-2558
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CRD#: 2653780
DV

Professional summary


Douglas Verduin is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Ramsey, New Jersey.

Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Douglas has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CPA IN A PARTNERSHIP BUSINESS "BERRY VERDUIN & KOCH CPA'S" AS AN ACCOUNTANT SINCE 1980 - ; NOT INVESTMENT RELATED; 190 FRANKLIN AVENUE, RIDGEWOOD, NJ 07450; 230 HR. MO./173 DURING TRADING HOURS. DPLN HOLDINGS, LLC 18 CENTRAL AVE, GLEN ROCK, NJ 07452 PARTNER START - 1/19/2008 NOT INVESTMENT SALES - NO COMPENSATION. DPLN HOLDINGS OWNS .66% INTEREST IN 64TH ST LLC, A COMM REAL ESTATE PARTNERSHIP AND OWNS A 4% INTEREST IN HRG PITT LLC, A DUNKIN DONUTS RETAIL OPERATION. VERDUIN TAX CONSULTING, INC. 350 4TH AVE S, UNIT 3, NAPLES, FL 34102 PRESIDENT - TAX CONSULTING START 11/23/2023 - PRESENT 15-20 HRS PER WK/DURING MARKET HOURS POSITION - TRUSTEE - TRUSTEE AND ACCOUNTING SERVICES - HOURLY FEE FOR ACCOUNTING SERVICES. POSITION - POA - FOR TAX CLIENT POSITION - CO-EXECUTOR FOR TAX CLIENT

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Douglas Verduin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 17, 2006 - Present

WORLD INVESTMENTS, LLC

Office #1: 48 South Franklin Turnpike Suite 300, Ramsey, NJ 07446-2558
BD
CRD#: 20626
Ramsey, NJ
Current

September 7, 2004 - Present

WORLD INVESTMENTS, LLC

Office #1: 847 Broadway, Bayonne, NJ 07002
BD
CRD#: 20626
Bayonne, NJ
Past

July 8, 1997 - September 27, 2004

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

October 19, 1995 - July 22, 1997

C. J. M. PLANNING CORP.

BD
CRD#: 5698
POMPTON LAKES, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(4/19/2011)
IAR
Delaware
(5/4/2018)
RR
Florida
(10/17/2023)
IAR
Florida
(10/18/2023)
RR
New Jersey
(9/7/2004)
IAR
New Jersey
(10/17/2006)
RR
Utah
(4/6/2022)
RR
Virginia
(2/22/2016)
IAR
Virginia
(5/9/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT

CRD#: 20626 / SEC#: 801-56426, 8-38377

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers


NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory assets under management


Total Number of Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures


Regulatory Event3
Arbitration2
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLD INVESTMENTS, LLC

CRD#: 20626Ramsey, NJ 07446-2558

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