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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 Levasseur is a financial advisor with over 6 years of experience. Douglas currently works at LPL Financial LLC in Chicago, Illinois and has previously worked at BMO HARRIS FINANCIAL ADVISORS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Douglas's professional certifications include Series 66, Series 9, Series 10, SIE, and Series 7 licenses.
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.
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2
IL
03/30/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
05/10/2018 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
KS
08/25/2014 - 05/03/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
BOTH
Issued 09/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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