Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas M. Osborne is an investment advisor representative at MML Investors Services, LLC in Billings, Montana. Douglas has been in the financial services industry since April 7, 1982. Douglas has a Series 6 license and a SIE license, Douglas is also registered with the state of Montana as an Investment Advisor Representative. Douglas specializes in financial planning, portfolio management for individuals and businesses and pension consulting. Douglas also provides asset allocation programs, educational seminars, and selection of other advisors. In addition to Douglas's role with MML Investors Services, LLC, Douglas also owns a fee-based insurance advisory business. Douglas's experience and expertise can help you achieve your financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MT
08/09/2018 - Present
MML Investors Services, LLC (Billings MT)
CA
10/02/1989 - 06/18/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
12/08/1986 - 10/17/1989
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
04/08/1982 - 01/30/1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
10/25/1982 - 01/20/1987
MML INVESTORS SERVICES, INC.
BC
Issued 07/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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