Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Boyer is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with offices in Pittsburgh and Fox Chapel, Pennsylvania. Dorothy has been in the industry since November 1978 and holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and SIE. Dorothy has worked for several firms over the years including Financial Estate Planning and DERAND INVESTMENT CORPORATION OF AMERICA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
12/10/1984 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
NA
11/01/1978 - 12/04/1978
FINANCIAL ESTATE PLANNING
NA
11/24/1970 - 11/06/1971
DERAND INVESTMENT CORPORATION OF AMERICA
IA
Issued 4/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/4/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1978
Series 7 - General Securities Representative Examination
BC
Issued 10/1/1978
PC - AMEX Put and Call Exam
BC
Issued 11/18/1970
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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