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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandy? Claim Your ProfileMandy Kay Dollar is a financial advisor at Cetera Investment Advisers LLC in Oklahoma City, Oklahoma. Mandy has been in the financial industry since June 11, 2015. She is a registered representative of Cetera Investment Services LLC and a registered investment advisor in Oklahoma and Texas. Mandy has a wide range of experience in the financial industry, including working as a wealth relationship manager at MidFirst Bank and a financial advisor at Morgan Stanley. She is also a board member of the Oklahoma Council for Economic Education.
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.
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
OK
03/15/2019 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
10/24/2017 - 03/04/2019
MORGAN STANLEY (OKLAHOMA CITY OK)
OK
06/02/2015 - 10/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
BOTH
Issued 7/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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