Hello! I'm
Ewan
Dorsey
About Me
Financial Consultant based in United States
With over 18 years of experience working with four prestigious firms in the United States, I have accumulated enough experience to manage & improve your investment portfolio. I have successfully passed five brokerage examinations and gotten license registrations in over thirty-eight states.
I have a stellar track record of meeting & exceeding the financial targets of my numerous clients, you can read some of my client reviews below. If you are willing to learn how to take calculated risks and elaborately implement multiple trading strategies to ensure consistent profit in the financial markets, I will invest my time and substantial experience in making sure you succeed financially.
Name Occupation
Ewan Dorsey
Investment Adviser
Freelance
- Â
Available
Ewan Dorsey
Investment Adviser, Ewan Dorsey FINANCIAL SERVICES, LLC.
Work Experience
My Experience
I have Eighteen years of experience working with five brokerage/investment firms in the United States.
LPL FINANCIAL, LLC (CRD#:6694)
07/2021 - Present
Registered | Representative
Ewan Dorsey, LLC (CRD#:793)
01/2014 - Present Managing Member | Investment Adviser
VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES (CRD#:10582)
06/2006 - 07/2021 (15 years)
INSURANCE AGENT
WADDELL & REED, INC (CRD# 12984)
05/2006 - 07/2021 (15 year)
ASSOCIATED PERSON
Ewan Dorsey
My Examinations
I have successfully passed five brokerage qualification examinations.
Series 66 - Uniform Combined State Law Examination
State Securities Law Exam)
( AUG 03, 2006 )
SIE - Securities Industry Essentials Examination
General Industry/Products Exam
( Oct 1, 2018 )
Series 7 - General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
( Jul 15, 2006 )
Ewan Dorsey
SRO Registrations
My Services
What I Do for my Clients
Financial Consulting
Digital Assets Trading
Crypto Currency
Investment Advisory
Stock Brokerage & Analysis
Contact Me
Reach out to get started
