Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Clelan is an Investment Advisor Representative at Vicus Capital, Inc. and has been in the financial industry since October 6, 1975. Douglas has experience providing financial advice to individuals, corporations, and charitable organizations. Douglas also has experience working with retirement plans. Douglas is registered with FINRA and holds a Series 7, Series 24, and Series 63 licenses. Douglas is also a Chartered Financial Consultant.
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.
1
2
PA
01/31/2005 - Present
Vicus Capital, Inc. (CAMP HILL PA)
PA
09/27/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CAMP HILL PA)
DE
08/12/1991 - 09/28/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
10/13/1989 - 07/24/1991
SMA EQUITIES, INC. (WORCESTER MA)
IN
04/11/1983 - 10/14/1989
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IN
12/28/1981 - 09/05/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/28/1981 - 09/05/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
09/19/1975 - 12/07/1982
PML SECURITIES COMPANY
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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