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DG

Douglas F. Guerin

SOUTHEAST INVESTMENTS, N.C.
Overland Park, KS
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CRD#: 1091733
DG

Professional summary


Douglas Francis Guerin is a registered financial professional currently at SOUTHEAST INVESTMENTS, N.C., INC. located in Overland Park, Kansas.

Douglas is registered as a RR (Registered Representative) and started their career in finance in 1983. Douglas has worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Douglas Francis Guerin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 4, 2014 - Present

SOUTHEAST INVESTMENTS, N.C., INC.

RIA
BD
CRD#: 43035
Overland Park, KS
Past

March 5, 2009 - April 16, 2014

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
BURLINGTON, VT
Past

June 11, 1999 - December 23, 2008

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
OVERLAND PARK, KS
Past

March 20, 1995 - March 5, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

March 20, 1995 - March 5, 1999

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 10, 1994 - February 3, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

June 10, 1994 - February 3, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 29, 1983 - July 25, 1994

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 29, 1983 - July 25, 1994

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/16/2015)
RR
Colorado
(1/10/2017)
RR
Florida
(4/4/2014)
RR
Kansas
(4/4/2014)
RR
Michigan
(4/4/2014)
RR
Missouri
(4/4/2014)
RR
Montana
(4/4/2014)
RR
New Jersey
(9/14/2020)
RR
New Mexico
(4/4/2014)
RR
New York
(4/4/2014)
RR
North Carolina
(2/1/2021)
RR
North Dakota
(9/12/2019)
RR
South Carolina
(8/19/2024)
RR
Texas
(7/26/2017)
RR
Vermont
(4/23/2014)
RR
Virginia
(8/6/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SI
SOUTHEAST INVESTMENTS, N.C., INC.
SOUTHEAST INVESTMENTS N.A., INC. | SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035 / SEC#: , 8-50127

Florida
Registered Investment Advisory firm - SEC (11/7/2019 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (3/31/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (1/6/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/16/2015 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/21/2015 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
820 Tyvola Road-suite 104 Suite 104, Charlotte, NC 28217-3528
Mailing Address
820 Tyvola Road-suite 104, Charlotte, NC 28217
Phone number
(704) 527-7873
Established
North Carolina since 12/06/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BLACK, JONATHAN HARRISONPRESIDENT/CEO/CCO/FINOP4975641
PLEXICO, RONALD DAVID JRPRINCIPAL2122340

Disclosures


Regulatory Event3
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035Overland Park, KS

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