Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Morash is a registered representative with Fidelity Personal And Workplace Advisors. Douglas has been in the financial services industry since 2008 and has experience in the areas of Investment Company Products/Variable Contracts and General Securities. Douglas holds a Series 6, Series 7, Series 26, Series 63, and Series 65. Douglas also holds a SIE.
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.
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.
1
2
KY
05/17/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MA
12/18/2018 - 08/02/2021
MMA SECURITIES LLC (Boston MA)
CT
10/30/2014 - 09/05/2018
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
07/16/2010 - 05/02/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
MA
02/04/2008 - 12/08/2008
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/20/1996 - 06/18/1997
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
NY
09/26/1994 - 12/19/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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