Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Mantelli is a financial professional with over 20 years of experience in the industry. He is currently registered with Pacific Select Distributors, LLC, and is actively licensed in Colorado. Douglas has held previous roles with Jackson National Life Distributors LLC, Quasar Distributors, LLC, and First Fund Distributors, Inc. Throughout his career, Douglas has held various licenses and passed numerous industry examinations, including Series 6, 7, 24, 26, 63, and 65.
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.
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.
1
2
CO
08/20/2019 - Present
Pacific Select Distributors, LLC (Greenwood Village CO)
CO
04/30/2003 - 12/31/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
ME
10/04/2001 - 04/30/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
03/03/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
IA
Issued 02/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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