Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Louise Broadhead is an investment advisor representative at Truewealth Advisors, LLC. Dorothy is a registered investment advisor in Alabama and has been in the securities industry since 1989. Dorothy has a wide range of experience in the financial services industry, including working with individuals, businesses, and charitable organizations. Dorothy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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
AL
02/02/2019 - Present
Truewealth Advisors, LLC (HOOVER AL)
AL
06/15/2000 - 12/31/2018
PROEQUITIES, INC. (BIRMINGHAM AL)
GA
08/13/1993 - 06/12/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
AL
07/19/1989 - 08/07/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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