Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Dodson is an investment advisor representative with Truist Advisory Services, Inc. Angel has been working in the industry since 2016 and has experience with financial planning, portfolio management for individuals and businesses, and selection of other advisors. Angel Dodson holds a Series 63, Series 6, Series 7TO, and Series 66 licenses.
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.
Wrap fee product and financial profiling services using desktop software
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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2
VA
08/17/2023 - Present
Truist Advisory Services, Inc. (NORFOLK VA)
VA
11/14/2019 - 02/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
VA
05/02/2016 - 10/24/2016
WELLS FARGO ADVISORS, LLC (CHESAPEAKE VA)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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