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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 Cloutier is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Douglas has been working in the financial industry since 2019. Previously, Douglas worked at RAYMOND JAMES & ASSOCIATES, INC.. Douglas is registered with the Securities and Exchange Commission (SEC) and has a Series 66 license as well as the SIE and Series 7TO licenses. Douglas is also registered with the following states: Florida, Illinois, Indiana, Michigan, Minnesota, Nebraska, North Carolina, Ohio, South Carolina, Texas, Virginia, and Wisconsin. Douglas specializes in providing financial advice to individuals, businesses, and pension plans. Douglas is committed to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
08/04/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
MI
07/30/2019 - 04/14/2022
RAYMOND JAMES & ASSOCIATES, INC. (Grand Rapids MI)
BOTH
Issued 10/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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