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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Doran is an active broker and investment advisor representative with LPL Financial LLC in Wantage, NJ. Robert Doran has been in the industry since April 11, 1992, and previously worked at CADARET, GRANT & CO., INC., GATEWAY FINANCIAL AGENCY CORPORATION, and STEIN ABBOTT AND COMPANY INC. Robert Doran has Series 6, 26, and 63 registrations and holds the SIE exam. Robert Doran is registered in 22 states and provides financial planning, pension consulting, and other non-discretionary advisory services for high net worth individuals, corporations, individuals, pension and profit-sharing plans, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
10/19/2023 - Present
LPL Financial LLC (WANTAGE NJ)
NJ
07/01/1998 - 10/02/2023
CADARET, GRANT & CO., INC. (WANTAGE NJ)
FL
08/19/1994 - 07/14/1998
GATEWAY FINANCIAL AGENCY CORPORATION (ARCADIA FL)
NY
03/27/1992 - 08/02/1994
STEIN ABBOTT AND COMPANY INC. (YONKERS NY)
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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