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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Dolan is a financial advisor with Fidelity Personal and Workplace Advisors. Tony has been in the industry since 2007 and holds a Series 63, Series 65, Series 7 and SIE licenses. Tony also has a Certified Financial Planner designation. Tony has been registered with Fidelity Personal and Workplace Advisors since 2018 and was previously registered with USAA Financial Advisors, Inc. and ING Funds Distributor, LLC. Tony's office is located in Boston, Massachusetts. Tony offers portfolio management for individuals and businesses, as well as financial planning.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
02/26/2009 - 06/08/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
AZ
08/02/2006 - 10/30/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
IA
Issued 12/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/1/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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