Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Carl Postma is a financial advisor at Cetera Investment Advisers LLC. Douglas has over 24 years of experience in the financial services industry. Douglas has a Series 6, Series 7, Series 63, and Series 66 license and is registered with the state of Michigan. Douglas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Douglas is also a President and Owner of Trillium Financial Advisors.
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/27/2010 - Present
Cetera Investment Advisers LLC (GRANDVILLE MI)
FL
10/11/1999 - 07/12/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
11/20/1998 - 09/10/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 8/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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