Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dolan is an investment advisor representative with LPL Financial LLC. Thomas has been in the financial industry since 1994. Thomas is registered to provide investment advisory services in 20 states. Thomas Dolan is also registered with FINRA and the state of Georgia. Thomas is licensed to provide investment advisory services in the following states: Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Missouri, Nebraska, New Mexico, New York, North Dakota, Oklahoma, Oregon, South Dakota, Texas, and Georgia. Thomas Dolan is also licensed to provide investment advisory services in Nebraska and Texas. Thomas Dolan is a registered representative of LPL Financial LLC.
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.
1
2
NE
07/21/2021 - Present
LPL Financial LLC (OMAHA NE)
NE
04/07/1994 - 07/21/2021
WADDELL & REED (OMAHA NE)
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Dolan is the right advisor for you? Invested Better is here to help.
