Luis Dolan

Managing Partner, Wealth Advisor at Northeast Investment Group
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • Northeast Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner, Wealth Advisor
      • Jun 2022 - Present
  • Citizens Securities, Inc.
    • Financial Services
    • 200 - 300 Employee
    • Financial Advisor
      • May 2013 - Jun 2022
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2012 - May 2013

      Advice and Planning, Investments, 401K Rollovers, Banking, Retirement, Estate Planning Services, Credit and Lending, Solutions for Business Advice and Planning, Investments, 401K Rollovers, Banking, Retirement, Estate Planning Services, Credit and Lending, Solutions for Business

  • Atman personality profiling
    • Vice President of U.S. Business Development
      • Oct 2009 - Mar 2012

      ATMAN is a scientifically tested tool for the evaluation and development of human potential. It is designed to obtain the profile of an individual's personality, easily, and accurately. It is recommended for Corporate customers : private companies, public and parapublic organizations that wish to make strategic and enlightened decisions of a human resources management nature ATMAN is a scientifically tested tool for the evaluation and development of human potential. It is designed to obtain the profile of an individual's personality, easily, and accurately. It is recommended for Corporate customers : private companies, public and parapublic organizations that wish to make strategic and enlightened decisions of a human resources management nature

  • JKKL, LLC. dba Honey Dew Donuts
    • Chief Operating Officer
      • Oct 2005 - Sep 2009
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor, Retirement Specialist
      • Mar 2001 - Jun 2005

Education

  • Rhode Island College
    1993 - 1997

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