Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Potash is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Douglas has been in the industry since 2004. Douglas has a Series 7, Series 66, and SIE license and has experience with Lincoln Financial Securities Corporation and Ameriprise Financial Services, Inc. Douglas's current registrations include Maryland and Texas.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
01/10/2020 - Present
Cambridge Investment Research Advisors, Inc. (ANNAPOLIS MD)
MD
07/01/2009 - 10/17/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ANNAPOLIS MD)
MD
06/21/2004 - 07/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
06/21/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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