Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Evelyn Bossung is an Investment Advisor Representative who has been in the industry since 1979. Dorothy is currently registered with Choreo, LLC. Previous firms include Interocean Securities LLC, Partners Securities, Inc., Mutual Service Corporation, Prudential Securities Incorporated, Shearson Lehman Hutton Inc. and E. F. Hutton & Company Inc. Dorothy is a Certified Financial Planner. Dorothy's specializations include: providing investment advice, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
1
2
IL
01/16/2024 - Present
Choreo, LLC (Chicago IL)
IL
07/28/2008 - 04/28/2009
INTEROCEAN SECURITIES LLC (CHICAGO IL)
TX
05/13/1999 - 08/27/1999
PARTNERS SECURITIES, INC. (AUSTIN TX)
MA
03/08/1995 - 03/11/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
03/08/1989 - 03/09/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 03/30/1989
SHEARSON LEHMAN HUTTON INC.
NA
05/01/1979 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/29/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1982
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
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