Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Okin is a financial advisor with over 25 years of experience in the financial services industry. Douglas is currently registered with MML Investors Services, LLC. Prior to joining MML, Douglas worked at MSI Financial Services, Inc., Metropolitan Life Insurance Company and CitiStreet Equities LLC. Douglas holds the Series 6, Series 63 and SIE securities licenses. Douglas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations.
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
NY
02/15/2022 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
12/05/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JERICHO NY)
NJ
12/24/1996 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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