Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Roth is a financial advisor with over 30 years of experience in the industry. Douglas is currently registered with RMR Wealth Builders, Inc. in New Jersey and Texas. Douglas is also a registered representative of RMR Wealth Builders, Inc., and has held previous positions with Calton & Associates, Inc., Financial Network Investment Corporation, and David Lerner Associates, Inc.. Douglas holds several licenses, including Series 6, 7, 22, 24, 52, and 63. Douglas is a co-chairman for RMR Wealth Builders, Inc., responsible for securities business, insurance agency, payroll services, human resources consulting, benefits administration systems, and other consulting.
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 engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
11/25/2014 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
08/31/2012 - 01/02/2023
CALTON & ASSOCIATES, INC. (Montclair NJ)
NJ
08/25/1986 - 09/04/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
NA
09/30/1983 - 09/09/1986
DAVID LERNER ASSOCIATES, INC.
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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