Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Dolan is an investment advisor representative in Mahwah, NJ with over 30 years of experience. John is a Registered Representative of Alden Investment Group. Prior to that, John has held positions at Cantella & Co., Inc., Edward Jones, Walnut Street Securities, Inc., LPL Financial Corporation, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc.. John is also registered with the state of New Jersey. John holds Series 63, 65, 7 and SIE exams. John specializes in retirement planning, financial planning and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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.
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2
NJ
11/09/2022 - Present
Alden Investment Group (Mahwah NJ)
NJ
06/29/2018 - 11/03/2022
CANTELLA & CO., INC. (Mahwah NJ)
NJ
04/16/2010 - 05/30/2018
EDWARD JONES (UPPER SADDLE RIVER NJ)
CA
04/05/2010 - 04/14/2010
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
03/20/2009 - 01/19/2010
LPL FINANCIAL CORPORATION (WOODCLIFF LAKE NJ)
NJ
11/15/2002 - 04/08/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
11/21/1984 - 01/24/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/27/1984 - 11/16/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 02/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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