Unclaimed
Douglas Charles Loew is a financial advisor with Cetera Investment Advisers LLC. Douglas has been in the industry since 1986 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Douglas has served as a financial advisor for several companies, including VOYA Financial Advisors and Locust Street Securities. He holds both Series 6 and Series 63 licenses and is also a Chartered Financial Consultant. Cetera Investment Advisers LLC provides financial planning and investment management services to individuals, families, businesses, and institutions. Cetera Investment Advisers LLC is committed to providing clients with personalized financial advice and investment strategies that are tailored to meet their specific needs.
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.
1
2
DE
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NEWARK DE)
IA
03/16/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
03/19/1986 - 03/14/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 3/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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