Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorian? Claim Your ProfileDorian J. Townsend is a financial advisor at J.P. Morgan Securities LLC. Dorian has over 15 years of experience in the financial services industry. Dorian holds the Series 7, Series 66 and SIE licenses, and is registered with the state of Texas. Dorian has a strong background in providing investment advice and financial planning services to a wide range of clients. Dorian is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/17/2022 - Present
J.p. Morgan Securities LLC (San Antonio TX)
TX
09/21/2021 - 06/17/2022
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
05/11/2020 - 09/20/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
TX
12/04/2017 - 05/15/2018
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
04/10/2017 - 07/07/2017
EDWARD JONES (CIBOLO TX)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dorian Townsend is the right advisor for you? Invested Better is here to help.
