Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Jobman is a financial advisor with over 25 years of experience in the industry. He is registered with Stifel, Nicolaus & Company, Inc. and holds various licenses and certifications including Series 4, 7, 24, 52TO, 53, 63, and 65. Douglas is a Certified Financial Planner and specializes in providing financial planning services to individuals, families, and businesses. Douglas has previously worked with B. C. ZIEGLER AND COMPANY and GELDERMANN SECURITIES, INC..
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.
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
FL
01/10/2020 - Present
Stifel, Nicolaus & Company, Inc. (Heathrow FL)
FL
05/23/1994 - 03/16/2018
B. C. ZIEGLER AND COMPANY (Heathrow FL)
NY
11/26/1993 - 05/30/1994
GELDERMANN SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2018
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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