Unclaimed
Angel Dodson is a financial advisor with Ameriprise Financial Services, LLC. Angel has been in the financial industry since 2016 and has experience with a variety of financial products and services. Angel is also registered with the state of Virginia as an investment advisor representative. Prior to joining Ameriprise, Angel worked at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Angel's previous experience includes roles with various mortgage companies and financial institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
11/06/2024 - Present
Ameriprise Financial Services, LLC (Virginia Beach 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 05/11/2016
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 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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