Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Ernest Dolan is a financial advisor with over 40 years of experience in the financial services industry. Peter is currently registered with Steward Partners Investment Advisory, LLC and has been active as an investment advisor representative since 2020. Previously, Peter held positions at Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. Peter holds a Series 63, Series 65, Series 7, and Series 24 licenses. Peter offers financial planning, investment advisory, and portfolio management services to individuals, corporations, charitable organizations, and pension plans. Peter's experience includes working with clients in a variety of industries, including healthcare, technology, and real estate.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MO
06/10/2020 - Present
Steward Partners Investment Advisory, LLC (St. Louis MO)
MO
06/12/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (St. Louis MO)
MO
11/19/1989 - 06/15/2020
ROYAL ALLIANCE ASSOCIATES, INC. (ST. LOUIS MO)
NA
03/12/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/03/1985 - 01/19/1987
PLANVEST CAPITAL CORPORATION
NA
08/07/1980 - 02/11/1985
EQUITEC SECURITIES COMPANY
IA
Issued 5/2/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 7/29/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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