Unclaimed
Douglas Kohls is a financial professional with over 20 years of experience in the industry. Douglas is currently registered with Fidelity Brokerage Services LLC and has been with the firm since March 2012. Previously, Douglas was employed by Fidelity Investments Institutional Services Company, Inc. from March 2000 to December 2004. Douglas holds the Series 6, Series 7, Series 63, and SIE licenses and is registered in 28 states. Douglas is committed to providing clients with personalized financial advice and guidance.
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.
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.
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2
KY
03/13/2012 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
03/22/2000 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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