Unclaimed
Gavin Geiger Dooley is an active Registered Investment Advisor and Broker Dealer. Gavin has been in the industry for over 3 years and holds the Series 7TO and SIE licenses. He is registered in 30 states, including South Carolina, Texas and Alabama. Gavin specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management. He currently works with Apollon Wealth Management, LLC and has previously worked with Securian Financial Services, Inc.
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.
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
SC
11/26/2024 - Present
Apollon Wealth Management, LLC (Charleston SC)
SC
06/04/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
BOTH
Issued 07/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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