Unclaimed
Steven Dougan is a financial advisor with over 20 years of experience in the industry. Steven currently works at Farmers Financial Solutions, LLC in Okemos, Michigan. Steven has a strong background in the industry and has held various roles at prominent firms such as PlanMember Securities Corporation, Donahue Securities, Inc. and Pruco Securities Corporation. Steven has a Series 6 and Series 63 licenses and holds a Uniform Investment Adviser Law Examination (Series 65) as well as a Securities Industry Essentials (SIE) exam. Steven is currently registered in Florida, Michigan and Ohio.
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.
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.
1
2
MI
09/27/2017 - Present
Farmers Financial Solutions, LLC (OKEMOS MI)
MI
03/12/2007 - 09/06/2017
FARMERS FINANCIAL SOLUTIONS, LLC (NORTHVILLE MI)
CA
03/21/2001 - 02/26/2007
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
OH
01/07/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
NJ
09/09/1997 - 02/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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