Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dondi? Claim Your ProfileDondi Villarico Vinca is a financial advisor with over 27 years of experience. Dondi has been with Ameriprise Financial Services, LLC since September 2017. Dondi is a registered representative and investment advisor representative with Ameriprise. Dondi also previously worked with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Dondi has experience working with a variety of client types, including individuals, trusts/estates, corporations/businesses, charitable organizations, and pension plans.
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
HI
09/22/2017 - Present
Ameriprise Financial Services, LLC (HONOLULU HI)
HI
07/01/2003 - 09/25/2017
WELLS FARGO CLEARING SERVICES, LLC (HONOLULU HI)
NY
09/15/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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