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Dawit Haile

American Portfolios Financial Services, Inc.

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About Dawit Haile

Dawit Haile is a financial advisor currently associated with American Portfolios Financial Services, Inc. Dawit has been active in the financial industry since 2007. Dawit holds licenses in Minnesota and has experience in various investment strategies, including investments.

Firm Information

Dawit Haile is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dawit Haile’s Registration & Firm History

NY

12/21/2023 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

GA

12/07/2023 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

12/07/2023 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

09/14/2016 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

12/22/2015 - 09/14/2016

THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)

MN

08/06/2013 - 09/14/2016

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

10/31/2008 - 05/30/2013

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

02/12/2007 - 10/09/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/09/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawit Haile.
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