Unclaimed
John Robert Doolos is a securities professional with over 14 years of experience in the financial services industry. John has been registered with Keybanc Capital Markets Inc. since September 14, 2011. John holds Series 7, 79, and 63 licenses and the SIE exam. Before John joined Keybanc Capital Markets Inc. John worked with Western Reserve Partners, LLC. John has a strong understanding of the investment banking industry and is committed to providing clients with personalized financial advice. John is licensed in Ohio and California.
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.
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.
1
2
OH
09/14/2011 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
08/30/2010 - 08/22/2011
WESTERN RESERVE PARTNERS, LLC (CLEVELAND OH)
OH
04/02/2008 - 08/09/2010
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 04/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure John Doolos is the right advisor for you? Invested Better is here to help.