Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Anthony Rothermich is an investment advisor representative at Fidelis Capital. Douglas is registered with the state of Missouri. Douglas has been in the industry since 1998 and has a Series 65 license. Douglas has experience working with individuals, high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, investment companies, and charitable organizations. Douglas specializes in financial planning, portfolio management, and pension consulting. Douglas is also a contributor to Kiplinger, where he writes about investments.
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.
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.
A percentage of the total value of assets under management is charged.
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MO
06/06/2024 - Present
Fidelis Capital (Saint Charles MO)
IA
Issued 06/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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