Unclaimed
Ebony M Dozier is a financial advisor with Equity Services, Inc. with over five years of experience in the financial services industry. Ebony specializes in providing financial advice and planning services to individuals, corporations, and other clients. Ebony is a registered representative in Georgia, holds the Series 6, 7, 63 and 65 securities licenses, and the Series 6TO investment company products license.
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.
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
VT
07/24/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
GA
12/14/2018 - 06/09/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (ATLANTA GA)
GA
05/16/2016 - 12/05/2017
W&S BROKERAGE SERVICES, INC. (Norcross GA)
MO
03/04/2015 - 05/13/2015
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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