Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Jeb Stephen is a registered representative with MML Investors Services, LLC in MEDINA, OH. Douglas is a veteran of the financial services industry with over 17 years of experience. Douglas has Series 6, 7TO, 26, and 63 securities licenses. Douglas also holds licenses in 20 states. In addition to his work as a financial advisor, Douglas is also active in the community. Douglas is a licensed agent for a variety of insurance products including life, disability, and long-term care insurance, Medicare Advantage Plans and Part D prescription drug plans. Douglas's experience and expertise make him a valuable resource for clients looking for financial advice and planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
03/12/2019 - Present
MML Investors Services, LLC (MEDINA OH)
OH
02/05/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
OH
01/29/2015 - 02/22/2016
W&S BROKERAGE SERVICES, INC. (INDEPENDENCE OH)
OH
12/24/2008 - 12/31/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (INDEPENDENCE OH)
OH
07/16/2008 - 12/05/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)
OH
06/22/2006 - 04/15/2008
W&S BROKERAGE SERVICES, INC. (CANTON OH)
BC
Issued 08/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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