Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Burns is a financial advisor with over 17 years of experience in the industry. He is currently registered with Stratos Wealth Partners, Ltd. and LPL Financial LLC. Douglas specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Douglas has a broad range of experience, including financial planning, portfolio management, and pension consulting. He is also a registered investment advisor and is licensed to offer investment advisory services.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
10/29/2021 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
09/10/2007 - 03/31/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
05/14/2007 - 09/17/2007
KEYBANC CAPITAL MARKETS INC. (BROOKLYN OH)
OH
09/30/2004 - 02/16/2007
MCDONALD INVESTMENTS INC. (BROOKLYN OH)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/15/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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