Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Dooley is a financial professional with over 28 years of experience in the financial services industry. Kevin is registered with Equitable Advisors, LLC and has a branch office located in MIAMI, FL. Kevin is also registered as an Investment Advisor Representative in 30 states. Kevin has obtained several professional designations including Certified Financial Planner. Kevin has experience working in the financial services industry with firms such as Equitable Advisors, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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
FL
01/17/2025 - Present
Equitable Advisors, LLC (MIAMI FL)
NY
05/26/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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