Luis Dolan

Current Employers

Employment History

• 05/2013 → 06/2022
  Citizens Securities, Inc.
  Medford, MA
• 06/2022 → Present
  Kestra Investment Services, Llc
  Burlington, MA
• 06/2022 → Present
  Kestra Private Wealth, Llc
  Burlington, MA

Previous Registrations

• 2013-05-29 → 2022-07-01
  Citizens Securities, Inc.
  Marshfield, MA
  Hanover, MA
  Hingham, MA
  Marshfield, MA
  Hanover, MA
  Hingham, MA
  Bridgewater, MA
  Plymouth, MA
  Hingham, MA
  Braintree, MA
  Norwell, MA
  Pembroke, MA
  Kingston, MA
  Halifax, MA
  Whitman, MA
  Burlington, MA
  Medford, MA
  Medford, MA
  Malden, MA
  Medford, MA
  Somerville, MA
  Boston, MA
  Cambridge, MA
  Burlington, MA
  Saugus, MA
  Malden, MA
  Malden, MA
  Swampscott, MA
  Swampscott, MA
  Medford, MA
  Medford, MA
  Malden, MA
  Saugus, MA
  Burlington, MA
  Medford, MA
  Malden, MA
  Cambridge, MA
  Boston, MA
  Boston, MA
  Woburn, MA
  Boston, MA
• 2012-10-16 → 2013-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 2002-05-09 → 2005-04-04
  Morgan Stanley Dw Inc.
  Providence, RI

Other Businesses

NORTHEAST INVESTMENT GROUP POSITION: Managing Partner/Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2022 ADDRESS: 20 Mall Road, Suite 251, Burlington MA 01803, United States DESCRIPTION: Financial Advisor helping clients managed their investment portfolios and running financial plans.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-13

Other Names

• Luis Emilio Dolan