Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Haller is a financial advisor with over 30 years of experience in the financial services industry. Haller is a CERTIFIED FINANCIAL PLANNER™ professional and has held Series 6, 7, and 63 licenses. Doreen is currently registered with Commonwealth Financial Network in Fairport, New York. Doreen has a long history of working with individuals, families, corporations, and trusts, helping them achieve their financial goals. In addition to financial planning services, Doreen provides investment advisory services, insurance services, and retirement planning services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (Fairport NY)
NY
01/11/2005 - 11/05/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
IN
01/11/2005 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
04/19/1991 - 01/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/19/1991 - 01/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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