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 a financial advisor with over 30 years of experience in the industry. Thomas has a wide range of experience, having worked at several firms, including Invest Financial Corporation and Vestax Securities Corporation. Thomas is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Thomas holds several licenses including Series 7, Series 63, and Series 65. Thomas specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and corporations. Thomas has a strong commitment to helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/10/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MI
02/14/2018 - 05/13/2022
LPL FINANCIAL LLC (TROY MI)
MI
05/23/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (TROY MI)
OH
03/25/1991 - 06/02/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
02/20/1991 - 03/15/1991
VESTAX SECURITIES CORPORATION
MN
01/07/1987 - 02/13/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 11/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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