Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Dolan is a registered investment advisor representative with Corient, a financial firm that provides investment advisory services for individuals, families, and institutions. Leonard has over 30 years of experience in the financial services industry. Leonard is a Series 65, Series 7, and Series 3 licensed professional. Leonard has also held previous positions with Eaton Vance Distributors, Inc., Deutsche Bank Securities Inc., and Scudder Investor Services, Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
11/03/2023 - Present
Corient (Boston MA)
MA
08/17/2004 - 05/01/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
10/21/2003 - 07/20/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/19/2000 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
01/19/1999 - 10/11/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
05/22/1993 - 01/28/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
01/11/1993 - 05/06/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
09/24/1991 - 01/20/1993
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
12/21/1989 - 08/21/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/01/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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