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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Reeb is a financial advisor with Fidelity Personal and Workplace Advisors. Douglas has been in the financial services industry since 2010 and has a strong track record of providing investment advice to a variety of clients. Douglas has a wide range of experience in the financial industry and holds Series 66, 9, 10 and 7 licenses as well as SIE. Douglas has a strong understanding of the financial markets and is committed to helping clients reach their financial goals. Douglas holds a series 66 license. Douglas is committed to providing clients with personalized financial advice and works closely with them to develop a plan that meets their individual needs. Douglas's areas of specialization include retirement planning, college savings, and investment management.
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.
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
09/29/2023 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
FL
05/30/2012 - 12/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE VILLAGES FL)
FL
02/13/2012 - 05/21/2012
METLIFE SECURITIES INC. (OCALA FL)
FL
05/14/2010 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEEKI WACHEE FL)
BOTH
Issued 07/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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