Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Muller is a financial advisor with Edward Jones, a firm with a focus on providing financial advice to individuals and families. Doris has been in the financial industry since 1990. Doris has experience with providing a variety of financial services including financial planning, pension consulting, and selection of other advisors. She works with individuals, families, and businesses. Doris is registered with the state of Florida as both a Broker and an Investment Advisor. Doris has the series 7, 63, and 66 licenses as well as the SIE exam. Doris is committed to helping clients reach their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
01/23/2018 - Present
Edward Jones (Oldsmar FL)
PA
03/11/2005 - 11/24/2017
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
TN
12/19/1989 - 03/18/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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