Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dodi? Claim Your ProfileDodi Lynn Vicknair is a financial advisor registered with LPL Financial LLC. Dodi is based in LAPLACE, Louisiana and has been in the financial services industry since 2004. Dodi has a wide range of experience, having previously worked at CAPITAL ONE INVESTMENT SERVICES LLC and CAPITAL ONE INVESTMENTS, LLC. Dodi holds several licenses and certifications including Series 6, 7, 63 and 66. Dodi's services include financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
09/12/2018 - Present
LPL Financial LLC (LAPLACE LA)
LA
05/31/2008 - 07/13/2010
CAPITAL ONE INVESTMENT SERVICES LLC (HOUMA LA)
LA
10/14/2004 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (CUTOFF LA)
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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