Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Lindsley Schutte is a financial advisor with over 35 years of experience in the industry. Douglas is a registered representative of The Ameriflex Group. He is also a registered investment advisor and holds a Series 6, 7, 24, 63, 65, 99TO, and SIE licenses. He has previously been associated with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., SECURITIES AMERICA, INC., NEW ENGLAND SECURITIES, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, CIGNA FINANCIAL ADVISORS,INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Douglas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. He is a Chartered Financial Consultant and a member of the Roger Tory Peterson Institute of Natural History Board of Directors.
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.
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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2
NY
10/09/2023 - Present
THE Ameriflex Group (Jamestown NY)
NY
09/08/2022 - 10/19/2023
CETERA ADVISORS LLC (JAMESTOWN NY)
NY
11/28/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (JAMESTOWN NY)
NY
05/22/2007 - 12/31/2011
SECURITIES AMERICA, INC. (JAMESTOWN NY)
PA
10/09/2002 - 05/25/2007
NEW ENGLAND SECURITIES (WARREN PA)
AZ
04/04/1996 - 11/08/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
PA
09/26/1994 - 05/01/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
11/24/1993 - 06/13/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/24/1993 - 06/13/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
11/26/1984 - 03/25/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/26/1984 - 03/25/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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