Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dolman is an investment advisor representative at U.S. Bancorp Advisors, LLC. Robert Dolman is registered with FINRA and has been in the securities industry since 2001. Robert Dolman is a Series 6, 7, and 66 licensed representative. Robert Dolman is currently registered in Arizona, California, Louisiana, New York, Oregon, South Carolina, Texas and Washington. Robert Dolman has been associated with U.S. Bancorp Advisors, LLC since February 2020. Prior to that, Robert Dolman was associated with Stira Capital Markets Group, LLC, Sammons Financial Network, LLC, MetLife Investors Distribution Company, and other firms.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/29/2024 - Present
U.s. Bancorp Advisors, LLC (TEMPE AZ)
CA
09/26/2017 - 10/18/2018
STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)
IA
01/07/2015 - 12/01/2015
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
CA
12/11/2004 - 05/14/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (LADERA RANCH CA)
CA
10/24/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CT
09/08/1999 - 10/22/2001
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
CT
08/20/1997 - 07/16/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
MA
12/13/1996 - 05/09/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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