Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Moss Veillette is a financial advisor registered with Ameriprise Financial Services, LLC. Douglas has been in the financial services industry since 1982. Douglas is licensed to provide financial advice in 30 states and is registered with FINRA and the SEC. Douglas's previous affiliations include Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Lehman Brothers Inc. Douglas specializes in helping individuals, families, and businesses with their financial planning needs. Douglas's expertise includes portfolio management, investment advice, retirement planning, and college savings.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CT
03/19/2012 - Present
Ameriprise Financial Services, LLC (HARTFORD CT)
CT
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)
CT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
NA
03/23/1984 - 07/31/1993
LEHMAN BROTHERS INC.
NY
05/24/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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