Unclaimed
Jack Doran is a financial advisor with Commonwealth Financial Network in Pittsburgh, Pennsylvania. Jack has been in the financial industry since 1995 and has been registered with the Securities and Exchange Commission (SEC) since 1996. Jack specializes in providing financial planning and investment management services to individuals and businesses. Jack has also provided financial planning and investment management services to a variety of institutional clients, including charitable organizations, pension 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2010 - Present
Commonwealth Financial Network (PITTSBURGH PA)
NE
03/20/1996 - 11/15/1996
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NA
06/06/1985 - 09/26/1985
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 12/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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