Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Robertson is a financial professional with over 14 years of experience in the financial services industry. Douglas is a Registered Representative with Cuso Financial Services, LP, where they provide financial advisory services. They have a wide range of licenses and certifications, including Series 6, 7, 63, and 65. Douglas is committed to providing their clients with personalized financial advice and guidance to help them achieve their financial goals. Douglas is a member of CUNA Brokerage Services, Inc., a brokerage firm that specializes in providing financial services to credit unions and their members. They have a strong track record of success in helping individuals and families achieve their financial goals. Douglas is dedicated to building long-lasting relationships with their clients and providing them with the support and guidance they need to make informed financial decisions.
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.
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CA
07/10/2019 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NC
12/24/2008 - 07/12/2019
CUNA BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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