Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Roselieb is a financial advisor with over 30 years of experience in the financial industry. Douglas is currently registered with Equitable Advisors, LLC. Douglas is also registered in several states including Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Maine, Michigan, North Carolina, Oklahoma, South Carolina, and Wisconsin. Douglas has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/02/2014 - Present
Equitable Advisors, LLC (SARASOTA FL)
NY
04/11/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/16/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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