Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Doran is a financial advisor with over 20 years of experience in the industry. Gerald is a registered representative with MML Investors Services, LLC and is licensed to provide investment advice in Michigan and Texas. Prior to joining MML Investors Services, LLC, Gerald worked with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Gerald is also an insurance agent with B&D Financial Group, a MetLife agent, and a co-owner of a rental property. Gerald specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Gerald offers a variety of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
05/30/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
07/26/1999 - 01/02/2015
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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