Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dolan has been in the financial services industry since 1998. Matthew Dolan is currently registered with Ameritas Advisory Services, LLC in California and Texas. Matthew Dolan is a licensed insurance agent. Matthew Dolan is also registered with the state of California as an Investment Advisor Representative. Matthew Dolan has prior experience at Carillon Investments, Inc. and Woodbury Financial Services, Inc.. Matthew Dolan holds licenses for Series 6, 7, 63, 65, 66 and 26. Matthew Dolan provides services for individuals, corporations, pension and profit-sharing plans, high-net-worth individuals, insurance companies and charitable organizations.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
CA
02/02/2004 - 06/30/2006
CARILLON INVESTMENTS, INC. (DANVILLE CA)
MN
09/11/1998 - 02/03/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 05/06/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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