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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Doman is a financial advisor who has been in the industry since 1981. He has worked for several firms, including UBS Financial Services Inc., Gruntal & Co. Incorporated, and R.C. Towne, Inc. Michael is currently a registered investment advisor with Mariner Wealth Advisors. He is a Series 7 and Series 65 licensed professional. Michael specializes in working with individuals, high-net-worth individuals, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles.
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
PA
09/01/2021 - Present
Mariner Wealth (Pittsburgh PA)
NJ
10/01/1985 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
12/02/1983 - 10/11/1985
GRUNTAL & CO. INCORPORATED
NA
04/12/1983 - 11/25/1983
R.C. TOWNE, INC.
NA
05/20/1982 - 04/12/1983
CIGNA SECURITIES, INC.
NA
05/18/1981 - 07/21/1982
FINANCIAL ESTATE PLANNING
IA
Issued 10/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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