Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sullivan Dooley is an investment advisor representative with Global Retirement Partners LLC in Lexington, MA. Andrew has been in the industry since January 2014. Andrew has a Series 6 license, and has passed the Series 63 and Series 65 exams. Andrew also has an active IA license in Massachusetts. Andrew has previously been associated with NYLIFE SECURITIES LLC in Bridgewater, MA. In addition to working with Global Retirement Partners, Andrew is also registered as an Investment Adviser Representative with Alpha Pension Group, Inc. in Lexington, MA, and is also registered as an Investment Adviser Representative with Eagle Strategies LLC in Bridgewater, MA. Andrew provides financial planning services and portfolio management for individuals and businesses.
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.
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
MA
08/15/2016 - Present
Global Retirement Partners LLC (Lexington MA)
MA
01/23/2014 - 08/04/2016
NYLIFE SECURITIES LLC (BRIDGEWATER MA)
IA
Issued 05/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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