Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Bond is a registered investment advisor representative with Virtus Investment Advisers, Inc. Douglas has been in the financial services industry since 1992. Douglas has held previous positions at INVESCO DISTRIBUTORS, INC. and PHOENIX EQUITY PLANNING CORPORATION. Douglas is licensed in multiple states including Alaska, Connecticut, Idaho, Oregon, and Washington. Douglas has passed multiple securities exams, including Series 6, Series 7, Series 62, and Series 63 exams. Douglas has been with Virtus Investment Advisers, Inc. since October 2011. Douglas's firm, Virtus Investment Advisers, Inc., is a registered investment advisor with the Securities and Exchange Commission (SEC). Virtus Investment Advisers, Inc. manages a portfolio of investments for clients, including investment companies. The firm manages over $53 billion in assets. Douglas is a registered representative with the Financial Industry Regulatory Authority (FINRA).
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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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.
A percentage of the total value of assets under management is charged.
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2
CT
10/14/2011 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
TX
12/17/2004 - 06/05/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CT
09/17/1990 - 10/13/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 08/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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