Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Dolan is an investment advisor representative with Kestra Private Wealth Services, LLC. Luis has been in the industry since 2009 and has a series 66, SIE, Series 7, and Series 31 licenses. His previous experience includes roles at Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Luis is registered to provide financial advice in Connecticut, Florida, Massachusetts, New Hampshire, Rhode Island, Vermont, and Virginia. Luis specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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
MA
07/05/2022 - Present
Kestra Private Wealth Services, LLC (Burlington MA)
MA
05/29/2013 - 07/01/2022
CITIZENS SECURITIES, INC. (MEDFORD MA)
RI
08/01/2012 - 05/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NY
01/04/2002 - 04/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2002
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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