Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Colby Stewart is a financial advisor with over 6 years of experience in the industry. Douglas has a strong background in financial services, having previously worked at Pacific Select Distributors, LLC and Mutual of Omaha-Mid America. Douglas is currently registered with Raymond James & Associates, Inc. and holds a Series 6, 7, 63, and 66 licenses. Douglas specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and institutions. He is also active in community organizations and is committed to providing excellent customer service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
01/24/2023 - Present
Raymond James & Associates, Inc. (Greenwood IN)
NE
07/10/2017 - 06/03/2019
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BOTH
Issued 09/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Douglas Stewart is the right advisor for you? Invested Better is here to help.
