Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Carr is a financial advisor at Cetera Investment Advisers LLC in Woodridge, Illinois. Douglas has been working in the financial services industry since 1995. Douglas is a Certified Financial Planner and a Chartered Financial Consultant. Douglas's firm provides financial planning, pension consulting, educational seminars, and selection of other advisors services to individuals, businesses, corporations, trusts, estates, and retirement plans.
WOODRIDGE, IL
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (WOODRIDGE IL)
IL
06/01/1998 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WOODRIDGE IL)
MA
11/20/1995 - 08/03/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/20/1995 - 02/23/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/20/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IN
01/14/1995 - 10/11/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/14/1995 - 10/11/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 2/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Carr is the right advisor for you? Invested Better is here to help.
