Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Doolan is an active advisor registered with the state of New York and is associated with Equitable Advisors, LLC. Joseph Doolan is a veteran financial professional with over 20 years of experience in the industry. Joseph Doolan is a well-rounded advisor who holds licenses in both Series 63 and Series 66. Joseph Doolan has also passed the Series 7, Series 24 and SIE exams.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/21/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
05/11/1999 - 10/23/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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