Unclaimed
Douglas Crowe has been a financial advisor since June 1991 and is currently registered with LPL Enterprise, LLC. Douglas has a wide range of experience in the industry, including working with MetLife Securities Inc., Metropolitan Life Insurance Company, MML Investors Services, LLC, and Prudential Insurance Company of America. He is a Registered Representative and Investment Advisor Representative for the firm. Douglas holds the Series 6, 7, 24, and 63 licenses and the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
A percentage of the total value of assets under management is charged.
1
2
GA
11/14/2024 - Present
LPL Enterprise, LLC (ATLANTA GA)
AL
03/25/2017 - 01/09/2018
MML INVESTORS SERVICES, LLC (FORT PAYNE AL)
AL
06/17/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT PAYNE AL)
AL
06/17/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT PAYNE AL)
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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