Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you L.? Claim Your ProfileL. Paul Dorsey is a financial advisor with Mariner Wealth. L. Paul Dorsey has over 27 years of experience in the financial services industry. L. Paul Dorsey is registered with the following states: California, Connecticut, Delaware, Florida, Kansas, Maryland, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, and Washington. L. Paul Dorsey holds the following licenses: Series 7, Series 63, SIE, and Series 79TO. L. Paul Dorsey is also a Chartered Financial Analyst. L. Paul Dorsey provides a variety of financial services to individuals and businesses, including financial planning, portfolio management, and pension consulting. L. Paul Dorsey is committed to providing their clients with personalized financial advice and guidance.
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.
Family office services
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.
1
2
DE
10/01/2021 - Present
Mariner Wealth (Wilmington DE)
DE
08/21/2020 - 10/12/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Wilmington DE)
DE
02/26/2009 - 09/18/2020
FCG ADVISORS, LLC (WILMINGTON DE)
DE
04/30/2007 - 02/27/2009
JESUP & LAMONT SECURITIES CORP (WILMINGTON DE)
FL
05/13/2008 - 12/23/2008
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
DE
07/10/2002 - 05/14/2007
H.D. VEST INVESTMENT SERVICES (WILMINGTON DE)
VT
03/19/2002 - 07/23/2002
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
VT
01/01/1994 - 11/23/1999
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
MD
01/07/1993 - 04/29/1993
CALVERT SECURITIES CORPORATION (BETHESDA MD)
BC
Issued 01/25/1993
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 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure L. Dorsey is the right advisor for you? Invested Better is here to help.
