Unclaimed
Dorothy Rose Doyle is a financial professional with over 30 years of experience in the financial services industry. Currently, Dorothy Rose Doyle is a registered representative at Osaic Wealth, Inc. in Landsdale, PA. Dorothy Rose Doyle has held past positions with TRIAD ADVISORS LLC, AMERITAS INVESTMENT COMPANY, LLC, PURSHE KAPLAN STERLING INVESTMENTS, CV BROKERAGE, INC, NFP SECURITIES, INC., WHARTON EQUITY CORPORATION and CHARLES SCHWAB & CO., INC. Dorothy Rose Doyle holds the following licenses and registrations: Series 63, Series 8, SIE and Series 7. Dorothy Rose Doyle provides financial planning services to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and corporations.
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.
1
2
PA
08/23/2024 - Present
Osaic Wealth, Inc. (Landsdale PA)
PA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Landsdale PA)
PA
10/05/2021 - 01/24/2023
AMERITAS INVESTMENT COMPANY, LLC (Lansdale PA)
PA
03/03/2014 - 07/15/2021
PURSHE KAPLAN STERLING INVESTMENTS (Lansdale PA)
NJ
12/16/2010 - 08/17/2012
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
07/02/2004 - 03/26/2010
NFP SECURITIES, INC. (HORSHAM PA)
PA
04/20/2001 - 06/30/2004
WHARTON EQUITY CORPORATION (WAYNE PA)
TX
10/19/1983 - 04/13/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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