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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dulac is a financial advisor with United Planners' Financial Services of America a Limited Partner. Douglas has been in the financial services industry since 1986. He is licensed to provide investment advice in 18 states and holds Series 6, 7, 24, 26, 63 and 65 licenses. Douglas has a proven track record of success in helping clients achieve their financial goals. He has expertise in a variety of financial planning areas, including retirement planning, college savings, and estate planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
06/26/2008 - Present
United Planners' Financial Services OF America A Limited Partner (CARMEL ME)
ME
03/01/2007 - 06/27/2008
ROYAL ALLIANCE ASSOCIATES, INC. (HOLDEN ME)
CO
01/06/2006 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
NY
02/28/2002 - 01/10/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
12/20/1985 - 02/07/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/11/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/24/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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