Unclaimed
Douglas Madairy is a financial advisor with over 29 years of experience in the industry. Douglas is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland. Previously, Douglas was registered with National Planning Corporation, Medallion Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc., and Comprehensive Financial Services, Inc. Douglas is a Certified Public Accountant (CPA) and holds a variety of licenses and certifications, including Series 6, 7, 24, 51, and 63. Douglas has a wide range of experience in financial planning, portfolio management, and investment advisory services.
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
MD
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix MD)
MD
12/01/2009 - 11/09/2017
NATIONAL PLANNING CORPORATION (PHOENIX MD)
MD
01/04/1999 - 12/01/2009
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
09/16/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 09/23/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/21/1993 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
OH
06/04/1993 - 10/26/1993
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 08/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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