Dorian Scott Holmes,  CFP<sup>&reg;</sup> - Financial Advisor

Dorian Scott Holmes, CFP®

CIMA®, CLU®

BMO Investment Services

801 Essington Rd.
Joliet, 60435
(815) 741-5616

General

Dorian Holmes is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at BMO Investment Services in Joliet, and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: IL, OH, MD, FL
  • Health/disability insurance: IL, OH, MD, FL
  • Fixed annuities: IL, OH, MD, FL
  • Variable annuities: IL, OH, MD, FL

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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