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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Klimah is a financial advisor with Cetera Investment Advisers LLC. Douglas has been in the industry since August 2007 and holds a Series 63, Series 66, and Series 7 licenses. Douglas is registered in 27 states and is a registered Investment Advisor in Illinois and Texas. Douglas has experience providing financial advice to individuals, businesses, and charitable organizations.
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.
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2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (Oak Brook IL)
IL
04/28/2016 - 06/07/2019
LPL FINANCIAL LLC (LOCKPORT IL)
IL
09/14/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
08/02/2007 - 10/05/2012
LPL FINANCIAL LLC (TINLEY PARK IL)
BOTH
Issued 05/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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