Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Weber is a financial advisor with over 30 years of experience. Doreen is registered with the state of Minnesota and has a Series 7, 24, 52TO, 63, 65, 72, and SIE. Currently, Doreen is working as an investment advisor representative with Osaic Wealth, Inc., and is based in Forest Lake, Minnesota. Doreen has previously worked with firms such as SagePoint Financial, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., and Woodbury Financial Services, Inc. Doreen's previous experience includes working as a compliance and supervision specialist at Five Star Financial Resources.
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.
A percentage of the total value of assets under management is charged.
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2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (FOREST LAKE MN)
MN
08/14/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FOREST LAKE MN)
GA
03/19/2019 - 07/17/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/19/2019 - 07/17/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
03/19/2019 - 07/17/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
03/19/2019 - 07/17/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
09/13/2018 - 03/26/2019
INFINEX INVESTMENTS, INC. (Laredo TX)
ND
06/03/2016 - 09/26/2016
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
MN
10/26/2010 - 12/01/2015
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
07/29/2010 - 12/10/2010
CAPITALQUEST SECURITIES, INC. (FOREST LAKE MN)
MN
10/29/1998 - 07/21/2009
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
04/09/1998 - 11/05/1998
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
07/12/1993 - 04/06/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
07/11/1995 - 03/24/1998
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
CA
05/11/1992 - 07/08/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
08/26/1991 - 04/27/1992
MARQUETTE FINANCIAL SERVICES, INC.
NY
02/07/1991 - 08/12/1991
CITICORP SELECT INVESTMENTS (LONG ISLAND CITY NY)
MN
01/05/1989 - 02/12/1991
DOUGHERTY, DAWKINS, STRAND & YOST INCORPORATED (MINNEAPOLIS MN)
NA
07/20/1987 - 01/19/1989
MABON, NUGENT & CO.
NA
05/23/1985 - 07/15/1987
ASKAR CORP.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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