Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Clermont is an investment advisor representative at TLG Advisors, Inc. and has been in the securities industry since 2000. Douglas is licensed in Illinois, Florida, Kentucky, North Carolina. Douglas has earned Series 6, 7, 24, and 63 licenses. Douglas's registrations with the Securities and Exchange Commission (SEC) are active. Douglas has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Douglas is associated with The Leaders Group, Inc. and also works as an outside insurance agent.
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.
Placement of institutional funds
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.
1
2
CO
01/04/2017 - Present
TLG Advisors, Inc. (LITTLETON CO)
IL
04/13/2011 - 12/31/2016
PRINCIPAL SECURITIES, INC. (Downers Grove IL)
IL
02/24/2000 - 04/08/2011
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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