Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Stucki is a registered representative with Fidelity Personal AND Workplace Advisors, based in Boston, MA. Douglas has been in the securities industry since 1999. Douglas is registered to provide investment advice in 52 states and the District of Columbia and is also registered as an Investment Advisor Representative in Alaska, Oregon, Texas and Washington. Douglas has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Sales Supervisor examinations. Douglas holds a Series 66 license in addition to his Series 7, 9, 10, and 63 licenses. Douglas is also a registered representative with Fidelity Investments.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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