Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Lamendola is an Investment Advisor Representative with Usi Advisors, registered with the state of New York. Douglas is a Series 65 licensed individual, with over 15 years of experience in the industry. Douglas currently holds a position at Usi Advisors in Glastonbury, CT, where he offers a range of services including portfolio management for businesses, selection of other advisors, and pension consulting. Douglas has experience in the industry, working at firms including Chernoff Diamond in Uniondale, NY and M Holdings Securities in Portland, OR.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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.
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CT
07/27/2021 - Present
USI Advisors (GLASTONBURY CT)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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