Pete Dorn

Pete Dorn Email and Phone Number

Registered Representative at Cape Securities, Inc @ Cape Securities, Inc
jacksonville, north carolina, united states
Pete Dorn's Location
West Des Moines, Iowa, United States, United States
Pete Dorn's Contact Details

Pete Dorn work email

Pete Dorn personal email

About Pete Dorn

Pete Dorn is a Registered Representative at Cape Securities, Inc at Cape Securities, Inc. He possess expertise in investments, retirement planning, series 7, alternative investments, fixed annuities and 22 more skills.

Pete Dorn's Current Company Details
Cape Securities, Inc

Cape Securities, Inc

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Registered Representative at Cape Securities, Inc
jacksonville, north carolina, united states
Website:
capesecurities.com
Employees:
56
Pete Dorn Work Experience Details
  • Cape Securities, Inc
    Registered Representative
    Cape Securities, Inc Jun 2017 - Present
    West Des Moines, Ia.
    Specializing in 1031 Exchange and Opportunity Zone Fund investments which can provide tax benefits for accredited investors.
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  • Wall Street Strategies
    Investment Consultant
    Wall Street Strategies Jan 2013 - Jun 2017
    West Des Moines, Ia
    30 years in the investment business in Des Moines, IA. I specialize in direct investments which provide income and tax advantages, real estate investments including 1031 Exchanges, and other unique investment opportunities.
  • Richfield Orion International, Inc.
    Investment Advisor, Coordinator - Direct Investments
    Richfield Orion International, Inc. Apr 2012 - Nov 2012
    W. Des Moines, Ia
  • American Elite Retirement/American Retirement Planning
    Investment Advisor Representative (Iar)
    American Elite Retirement/American Retirement Planning Jan 2011 - Apr 2012
    Investment Advisor Rep providing professional money management. Series 65 licensed. Also Insurance licensed for Life, Annuities and other lines. Provide financial planning and advice for individual investors and retirement plans.
  • Berthel Fisher & Co., R. G. Dickinson, Paine Webber, Merrill Lynch
    Investment Executive
    Berthel Fisher & Co., R. G. Dickinson, Paine Webber, Merrill Lynch Nov 1982 - Dec 2010
    Series 7 Security licensed since 1983. Investment Executive selling investment products to individuals and retirement plans. More recently with Berthel Fisher & Co. a member of the Presidents Club for top producers 2004-2008 and Chairmans Council for very top in production in 2006.

Pete Dorn Skills

Investments Retirement Planning Series 7 Alternative Investments Fixed Annuities Finance Asset Management Securities Financial Planning Investment Advisory Strategic Financial Planning Portfolio Management Retirement Insurance Wealth Management Valuation Series 65 Investment Strategies Financial Advisory Private Equity Capital Markets Due Diligence Investment Management Asset Managment Trading Finra 1031 Exchanges

Pete Dorn Education Details

Frequently Asked Questions about Pete Dorn

What company does Pete Dorn work for?

Pete Dorn works for Cape Securities, Inc

What is Pete Dorn's role at the current company?

Pete Dorn's current role is Registered Representative at Cape Securities, Inc.

What is Pete Dorn's email address?

Pete Dorn's email address is pd****@****hoo.com

What schools did Pete Dorn attend?

Pete Dorn attended Minnesota State University, Mankato.

What are some of Pete Dorn's interests?

Pete Dorn has interest in Golf, Sports, Finance, Reading.

What skills is Pete Dorn known for?

Pete Dorn has skills like Investments, Retirement Planning, Series 7, Alternative Investments, Fixed Annuities, Finance, Asset Management, Securities, Financial Planning, Investment Advisory, Strategic Financial Planning, Portfolio Management.

Who are Pete Dorn's colleagues?

Pete Dorn's colleagues are Corey Monath, Andrew Quigley, Liron Krishtal, Rozay Rolly, Mike Lovett, Michael Lowe, Mal Fagan.

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