Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amon? Claim Your ProfileAmon Dothard is a financial advisor affiliated with Coppell Advisory Solutions LLC. Amon has been in the financial services industry since 2013. Amon is registered in California as an investment advisor representative and securities representative. Amon has passed Series 7, SIE and Series 66 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/07/2024 - Present
Coppell Advisory Solutions LLC (San Diego CA)
BOTH
Issued 12/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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