Unclaimed
Douglas Gower is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Wayland, MA. Douglas has been working in the financial services industry since 2010 and holds Series 6, 7, 63, and 65 licenses. Douglas has a background in insurance and has experience with clients of all types, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Douglas specializes in financial planning, portfolio management, and educational seminars. In addition to Cambridge Investment Research, Douglas also has previous experience with John Hancock Distributors LLC and Mutual of Omaha Investment Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
01/19/2022 - Present
Cambridge Investment Research Advisors, Inc. (Wayland MA)
MA
02/26/2020 - 01/04/2022
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
NE
07/30/2018 - 02/25/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
08/10/2010 - 07/12/2018
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
IA
Issued 10/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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