Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Stevens is a financial professional with over 25 years of experience in the financial services industry. Douglas is currently registered with Planmember Securities Corp. Douglas's professional career has included positions at LEGEND EQUITIES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY and SECURITY FIRST FINANCIAL, INC. Douglas holds Series 6, Series 63, Series 65 and SIE licenses and is registered in Arizona, Florida, Michigan, Ohio, Virginia and Washington.
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.
Provides investment supervisory 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.
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2
MI
02/26/2016 - Present
Planmember Securities Corp. (Grandville MI)
MI
07/24/2014 - 02/22/2016
LEGEND EQUITIES CORPORATION (Brighton MI)
MI
01/21/2000 - 06/30/2014
METLIFE SECURITIES INC. (TROY MI)
NY
01/21/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
02/20/1997 - 07/12/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 03/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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