Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Frederick Stella is a registered representative with Clearbridge Investments, LLC based in New York, NY. Douglas Frederick Stella has been in the financial services industry since August 30, 2000. Douglas Frederick Stella is also a registered investment advisor representative in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/16/2014 - Present
Clearbridge Investments, LLC (NEW YORK NY)
CA
01/02/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Orinda CA)
CA
08/04/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Orinda CA)
CA
08/01/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Orinda CA)
NY
03/11/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/28/2001 - 08/26/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/09/2000 - 10/03/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
02/16/2000 - 08/17/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/16/2000 - 08/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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