Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Sattler is an investment advisor representative at Cambridge Investment Research Advisors, Inc., a firm with over 70,000 clients and over 80 billion dollars in assets under management. Douglas has been working in the financial services industry since 2002. Douglas has a variety of licenses and certifications including Series 66, Series 7 and SIE. Douglas provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals, and other investment-related 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
06/30/2016 - Present
Cambridge Investment Research Advisors, Inc. (Queen Creek AZ)
AZ
01/20/2009 - 07/11/2016
LPL FINANCIAL LLC (GILBERT AZ)
AZ
06/05/2006 - 01/21/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
AZ
04/11/2005 - 06/07/2006
NEW ENGLAND SECURITIES (PHOENIX AZ)
IN
05/01/2003 - 04/07/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/01/2003 - 04/07/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/14/2002 - 05/15/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
KS
08/14/2002 - 11/06/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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