Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Loew is a financial advisor registered with Cetera Investment Advisers LLC. Douglas has over 35 years of experience in the financial services industry. Douglas is a registered investment advisor, and is licensed in 30 states. Douglas specializes in financial planning, portfolio management, and investment advisory services. Douglas offers a wide range of financial services to individuals and businesses, including retirement planning, college savings, and estate planning. Douglas holds the Chartered Financial Consultant (ChFC) designation. Douglas is committed to providing his clients with the highest quality of service and personalized attention.
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
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 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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