Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dorger is a financial advisor with Lincoln Investment in Fort Washington, PA. Thomas Dorger has over 30 years of experience in the financial services industry. Thomas Dorger specializes in Investment Company Products/Variable Contracts, General Securities, and Retirement Plans. Thomas Dorger has worked at several firms during their career including, Nationwide Investment Services Corporation, Fifth Third Securities, Inc., and Fidelity Brokerage Services LLC. Thomas Dorger has a Series 6, 7, 9, 10, 63 and SIE licenses.
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.
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.
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.
1
2
PA
01/22/2016 - Present
Lincoln Investment (Fort Washington PA)
OH
05/21/2014 - 09/08/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
10/28/2006 - 05/16/2014
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
02/09/1990 - 06/10/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Dorger is the right advisor for you? Invested Better is here to help.
