Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vance Douglas is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Westlake, Ohio. Michael has been in the financial industry since 2008. Michael is registered to provide investment advisory services in Ohio and Texas. Michael also holds a Series 6, 7, 31, 63, 65, and 66 securities license. Michael is also a Certified Financial Planner. Michael has been affiliated with Cambridge Investment Research Advisors, Inc. since 2014. Prior to that, Michael was affiliated with NEW ENGLAND SECURITIES, NYLIFE SECURITIES LLC, and DEAN WITTER REYNOLDS INC.. Michael is also 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
OH
12/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
03/18/2011 - 03/19/2014
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
07/05/2010 - 03/18/2011
NYLIFE SECURITIES LLC (SEVEN HILLS OH)
NY
03/11/1999 - 10/27/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
Not sure Michael Douglas is the right advisor for you? Invested Better is here to help.
