Unclaimed
Lindell Douglas is a financial advisor with over 20 years of experience in the financial industry. Lindell is currently registered with Kovack Advisors, Inc. and holds licenses in both Florida and Texas. Lindell provides a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. Prior to joining Kovack Advisors, Inc. Lindell was employed by J.W. COLE FINANCIAL, INC. and Ameriprise Financial Services, Inc.. Lindell holds the Series 6, 7, 63, and 65 licenses 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
FL
12/07/2018 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
12/02/2015 - 11/05/2018
J.W. COLE FINANCIAL, INC. (Plantation FL)
FL
08/25/2000 - 12/24/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
MN
08/25/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
01/28/1999 - 08/02/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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