Unclaimed
Douglas Sinetar is a financial advisor at Osaic Wealth, Inc. Douglas has been in the industry since April 18, 1996. Douglas has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Douglas is registered in multiple states, including New York, California, Connecticut, Florida, New Jersey, North Carolina, Pennsylvania, Virginia, and Delaware. Douglas also has prior experience working at Signator Investors, Inc., American General Securities Incorporated, USLIFE Equity Sales Corp., and Nathan & Lewis Securities, Inc. Douglas provides financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
06/27/2000 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
AZ
10/01/1997 - 06/19/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
03/27/1997 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
12/14/1995 - 11/26/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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