Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uri? Claim Your ProfileUri Doolittle is a financial advisor with over 39 years of experience in the industry. Uri is currently registered with LPL Financial LLC in New York and Texas. Uri is also a Certified Financial Planner. Uri has worked with a number of firms over the years, including Triad Advisors LLC, Cambridge Investment Research, Inc., AXA Advisors, LLC, and MONY Securities Corporation.
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
NY
01/11/2024 - Present
LPL Financial LLC (MANLIUS NY)
NY
03/11/2016 - 12/01/2023
TRIAD ADVISORS LLC (Manlius NY)
NY
02/08/2010 - 03/30/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Manlius NY)
NY
06/01/2005 - 02/16/2010
AXA ADVISORS, LLC (SYRACUSE NY)
NY
10/23/1995 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
DE
05/22/1995 - 01/04/1996
PML SECURITIES COMPANY (NEWARK DE)
NY
09/04/1984 - 06/09/1995
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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