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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Ann Wilson is a financial advisor with over 20 years of experience in the industry. She specializes in providing financial planning and investment advisory services to individuals, families, and businesses. Dorothy is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Dorothy has been registered with Cetera Investment Advisers LLC since December 2009. Previously, Dorothy was with Next Financial Group, Inc. and Genworth Financial Securities Corporation. Dorothy is also a Certified Public Accountant and provides accounting and tax services through her own business, Dorothy A Wilson, CPA.
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
NJ
12/04/2009 - Present
Cetera Investment Advisers LLC (SPRING LAKE HEIGHTS NJ)
NJ
05/08/2007 - 12/09/2009
NEXT FINANCIAL GROUP, INC. (WALL NJ)
NJ
10/24/2005 - 05/07/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (WALL NJ)
NJ
01/28/2002 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 9/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/2018
Series 72 - Government Securities Representative Examination
BC
Issued 6/6/2014
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 1/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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