Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Meuth is a financial advisor who has been in the industry since February 15, 1987. Douglas has a long history of working with clients, having worked at various firms including OSAIC FA, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA FINANCIAL ADVISORS,INC., MONY SECURITIES CORP. and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. Douglas is currently registered with LPL Financial LLC and provides financial planning, portfolio management for businesses and individuals and pension consulting 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.
Consulting and other non-discretionary advisory services
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
TX
08/05/2024 - Present
LPL Financial LLC (HOUSTON TX)
TX
06/01/1998 - 08/06/2024
OSAIC FA, INC. (HOUSTON TX)
IN
05/02/2000 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/10/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
01/27/1988 - 01/21/1997
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/27/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
02/13/1987 - 01/14/1988
PRINCOR FINANCIAL SERVICES CORPORATION
NA
01/08/1987 - 02/04/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY
BC
Issued 08/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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