Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jestin? Claim Your ProfileJestin Charles Dohner is a financial advisor with LPL Financial LLC. Jestin has been in the securities industry since 2000. Jestin is registered with the state of Wisconsin. Jestin has experience working for several other firms, including UVEST Financial Services Group, Inc., Vision Investment Services, Inc., FISERV Investor Services, Inc., Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Jestin has a Series 6, Series 7, Series 24, and Series 63 license. Jestin's specializations include retirement planning, college savings, investment management, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
02/28/2018 - Present
LPL Financial LLC (MADISON WI)
WI
10/11/2011 - 09/12/2017
LPL FINANCIAL LLC (APPLETON WI)
WI
07/25/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MADISON WI)
WI
10/15/2003 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (NEENAH WI)
TX
09/18/2002 - 10/16/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MN
07/01/2002 - 09/04/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
08/14/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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