Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dolan is a financial advisor with Commonwealth Financial Network. Kevin has been in the industry since 1997 and holds both Series 6 and Series 63 licenses. Kevin has also passed the Series 26 exam, making Kevin qualified to provide investment advice and manage client portfolios. With over 25 years of experience in the financial services industry, Kevin has worked for several firms including Guardian Investor Services, Park Avenue Securities and GWFS Equities. Kevin has specialized expertise in financial planning, portfolio management, and pension consulting. Kevin specializes in working with high-net-worth individuals, corporations, and charitable organizations. Kevin is also a co-owner of a private investment entity, Tridole, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
11/06/2024 - Present
Commonwealth Financial Network (Wilmington DE)
UT
05/12/2021 - 04/04/2023
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)
CO
09/23/2016 - 03/29/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
03/31/2015 - 07/06/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/16/2010 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
PA
01/29/2010 - 04/06/2010
QUESTAR CAPITAL CORPORATION (FORT WASHINGTON PA)
PA
03/30/2009 - 12/21/2009
SECURITIES AMERICA, INC. (FORT WASHINGTON PA)
NC
01/07/2008 - 01/23/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
05/24/1995 - 01/02/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
OR
06/22/1993 - 03/10/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
04/14/1993 - 05/18/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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