Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Alan Vanderstelt has been a registered investment advisor since 2000. Douglas currently works for SPC in Ann Arbor, Michigan. Douglas has over 20 years of experience in the financial services industry. Douglas is registered in several states and has a broad range of experience serving individuals, corporations, and charitable organizations. Previous to working at SPC, Douglas worked at Lindsco/Private Ledger Corp and Edward Jones.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/11/2023 - Present
SPC (ANN ARBOR MI)
MI
05/11/2005 - 07/05/2006
LINSCO/PRIVATE LEDGER CORP. (JACKSON MI)
MO
05/24/2000 - 05/10/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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