Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Inserra is a financial advisor at Avantax Advisory Services, based in Staten Island, NY. Doreen has been in the financial services industry since 1998, and has experience with a variety of financial products and services. She is registered with the state of New York and also holds Series 6 and Series 63 licenses. Doreen has a strong background in tax preparation and accounting, having owned and operated her own CPA firm for over 20 years.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/24/2021 - Present
Avantax Advisory Services (STATEN ISLAND NY)
CA
07/29/2005 - 02/08/2011
PFS INVESTMENTS INC. (CARLSBAD CA)
MA
12/19/2001 - 12/09/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/2001 - 12/09/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
06/29/1998 - 11/19/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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