Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Dollar-kuretich is a financial advisor with over 27 years of experience in the industry. Doris is currently registered with LPL Financial LLC and has been with the firm since 2014. Doris has worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company in the past. Doris specializes in helping individuals, families, and businesses achieve their financial goals. Doris provides a wide range of financial services, including financial planning, investment management, and retirement planning. Doris is committed to providing her clients with personalized service and guidance.
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.
Consulting and other non-discretionary advisory services
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
TX
03/21/2014 - Present
LPL Financial LLC (NEW BRAUNFELS TX)
MO
11/08/1996 - 03/25/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MEXICO MO)
MN
11/08/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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