Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas James Weisenberger is a financial advisor with Cetera Investment Advisers LLC. Douglas has been working in the financial industry since December 13, 1981. Douglas has a strong background in financial planning, portfolio management, and insurance. Douglas is also a Certified Financial Planner and a Chartered Financial Consultant. He has extensive experience working with a range of clients including individuals, businesses, charitable organizations, and retirement plans. Cetera Investment Advisers LLC is committed to providing clients with personalized financial advice and investment solutions. The firm has a comprehensive range of financial services and products available to clients, including investment management, financial planning, insurance, and retirement planning.
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
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MADISON WI)
WI
08/23/1990 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (MADISON WI)
NA
09/16/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
12/11/1981 - 09/12/1983
FDI SECURITIES, INC.
IA
Issued 2/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/7/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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