Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglass? Claim Your ProfileDouglass Belt is a financial advisor with Cambridge Investment Research Advisors, Inc. Douglass has been in the industry since December 2019 and is registered in Wisconsin, Michigan, and Minnesota. Douglass has a Series 63 and Series 65 license, and is also licensed to sell Investment Company Products and Variable Contracts. In addition to Douglass's work with Cambridge Investment Research Advisors, Douglass also works as an independent insurance agent for various independent insurance companies.
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
WI
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Madison WI)
WI
07/27/2021 - 01/08/2024
MML INVESTORS SERVICES, LLC (Madison WI)
WI
09/04/2020 - 07/15/2021
SECURITIES AMERICA, INC. (FITCHBURG WI)
WI
12/16/2019 - 09/16/2020
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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