Unclaimed
Douglas Ingold is a financial advisor who has been active in the industry since 2008. He has a wide range of experience, including providing financial planning, portfolio management, and investment advice. Douglas is registered with Cetera Investment Advisers LLC and has offices in Smithville, OH and Schaumburg, IL. He also has registrations in 21 states. Douglas has a strong commitment to providing his clients with personalized financial advice and guidance, helping them to 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.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (SMITHVILLE OH)
BC
Issued 11/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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