Unclaimed
Douglas Stewart is a financial professional with over four years of experience in the industry. Douglas is currently registered with MML Investors Services, LLC in Georgia and South Carolina. Douglas has also held previous roles with NYLIFE Securities LLC. Douglas holds the Series 6TO, Series 63, and SIE licenses. Douglas's areas of expertise include financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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
GA
07/17/2023 - Present
MML Investors Services, LLC (Atlanta GA)
GA
02/14/2019 - 06/09/2023
NYLIFE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 05/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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