Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brock? Claim Your ProfileBrock Adam Dittmer is a financial advisor registered with Vanguard Advisers, Inc. Brock has been in the financial industry since July 21, 2013. Brock is registered in Arizona and Texas and is a Certified Financial Planner. Brock holds the Series 63, SIE, and Series 7 licenses. Brock's areas of specialization include: Financial Planning, Portfolio Management, and Selection of Other Advisers. Brock's clients include individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
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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AZ
09/06/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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