Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Caliri is a financial professional with over 4 years of experience in the industry. Douglas is currently registered with Cetera Financial Specialists LLC in Cranston, Rhode Island. Previously, Douglas was registered with Securities America, Inc. and Avantax Investment Services, Inc. Douglas holds the Series 6, Series 63, and SIE licenses.
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.
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.
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RI
12/15/2022 - Present
Cetera Financial Specialists LLC (CRANSTON RI)
RI
03/19/2021 - 12/16/2022
SECURITIES AMERICA, INC. (CRANSTON RI)
RI
10/25/2018 - 03/30/2021
AVANTAX INVESTMENT SERVICES, INC. (Cranston RI)
BC
Issued 11/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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