Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Dolan is a financial advisor with Charles Schwab & Co., Inc., who has been in the industry since 2007. Justin Dolan has a broad range of experience and has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and LPL Financial LLC. Justin Dolan is currently registered to provide investment advice in 25 states. Justin Dolan is a Series 7, 66, 9, 10, 31, and SIE licensed advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
09/10/2020 - Present
Charles Schwab & CO., Inc. (St. Augustine FL)
FL
08/27/2018 - 10/06/2020
J.W. COLE FINANCIAL, INC. (ST. AUGUSTINE FL)
FL
08/01/2018 - 09/05/2018
LPL FINANCIAL LLC (ST AUGUSTINE FL)
FL
12/01/2014 - 08/09/2018
CETERA ADVISORS LLC (ST AUGUSTINE FL)
FL
04/09/2014 - 12/08/2014
FIFTH THIRD SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
04/01/2010 - 04/14/2014
WELLS FARGO ADVISORS, LLC (ST. AUGUSTINE FL)
FL
12/07/2009 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/19/2009 - 10/12/2009
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
12/05/2007 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
NY
09/21/2005 - 06/01/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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