Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dolan is an investment advisor representative with Trilogy Capital, Inc., and has been working in the industry since July 26, 1995. Robert Dolan has been registered with the Securities and Exchange Commission (SEC) since March 21, 2024, and is licensed to provide investment advisory services in Massachusetts. Before joining Trilogy Capital, Inc., Robert Dolan worked for Raymond James Financial Services, Inc., Wachovia Securities, LLC, Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated, and AEI Incorporated. Robert Dolan specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Robert Dolan provides financial planning, portfolio management, and selection of other advisors to his clients.
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.
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
CA
03/21/2024 - Present
Trilogy Capital, Inc. (IRVINE CA)
MA
06/27/2003 - 06/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HINGHAM MA)
MO
06/01/2000 - 06/30/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
10/09/1998 - 06/05/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/22/1996 - 10/15/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
04/26/1995 - 12/20/1995
AEI INCORPORATED (ST. PAUL MN)
IA
Issued 07/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1995
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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