Unclaimed
Douglas Mehne is a financial advisor with over 10 years of experience in the financial services industry. Douglas currently holds a Series 7, 24, and 63 license and has been with Umergence LLC since February 2021. Prior to joining Umergence LLC, Douglas worked at BNY Mellon Capital Markets, LLC, Bonndesk Trading LLC, and State Street Global Markets, LLC.
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.
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.
1
2
CT
02/10/2021 - Present
Umergence LLC (PLANTSVILLE CT)
MA
03/28/2013 - 03/01/2019
BNY MELLON CAPITAL MARKETS, LLC (BOSTON MA)
NY
11/13/2012 - 02/19/2013
BONDDESK TRADING LLC (NEW YORK NY)
MA
10/26/2005 - 12/15/2010
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Mehne is the right advisor for you? Invested Better is here to help.