Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Amis is a financial advisor with over 10 years of experience in the financial services industry. Douglas currently works for Gradient Investments, LLC and Cardinal Retirement Planning, Inc. Douglas specializes in providing financial advice to individuals, families, and businesses. Douglas holds a Series 7 and Series 66 license and is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
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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NC
07/30/2013 - Present
Gradient Investments, LLC (DURHAM NC)
NC
03/12/2012 - 10/25/2012
EDWARD JONES (CHAPEL HILL NC)
BOTH
Issued 03/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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