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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 Almeida is a financial advisor with LPL Financial LLC. Douglas has been in the financial industry since 1991 and has a Series 7, 63, and 65 licenses. He has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Douglas is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals. He is a strong advocate for his clients and strives to build long-term relationships with them. Douglas is also a licensed insurance agent and has a background in stand-up comedy and acting. He is passionate about helping others and uses his diverse skills to create a unique and engaging experience for his clients.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
08/10/2021 - Present
LPL Financial LLC (SIMPSONVILLE SC)
FL
08/22/2019 - 05/18/2020
CETERA ADVISOR NETWORKS LLC (CORAL SPRINGS FL)
FL
04/29/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CORAL SPRINGS FL)
FL
10/19/2007 - 05/04/2010
WELLS FARGO ADVISORS, LLC (PEMBROKE PINES FL)
FL
05/03/2004 - 11/01/2007
IFMG SECURITIES, INC. (AVENTURA FL)
CA
09/15/2003 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
10/02/2002 - 09/15/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
05/11/1999 - 07/12/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CA
05/01/1998 - 05/04/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/06/1995 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MN
07/20/1994 - 02/14/1995
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
CA
08/31/1992 - 06/30/1994
GLENFED BROKERAGE SERVICES (GLENDALE CA)
MN
04/24/1990 - 09/01/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 09/01/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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