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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Salt is a financial advisor with Fidelity Personal and Workplace Advisors. Douglas has been in the industry since December 1992 and has experience with various financial products and services. Douglas is registered in Texas and Utah to provide investment advisory services.
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.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SANDY UT)
RI
01/05/1996 - 08/28/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/11/1993 - 12/31/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
KS
07/10/1992 - 12/04/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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