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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Dodson is a financial advisor with Arvest Wealth Management. Samantha is registered in 28 states and holds Series 7TO, Series 66, and SIE licenses. Samantha is a licensed advisor with 7+ years of experience in the industry. She is committed to providing personalized financial planning, investment management and pension consulting services to individuals, families, businesses and charitable organizations. Samantha has the knowledge and expertise to help clients achieve their financial goals. Samantha's primary office is located at 5201 Village Parkway in Rogers, Arkansas. She is also licensed in the state of Oklahoma and works out of the Bartlesville, Oklahoma branch of Arvest Wealth Management.
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
AR
03/27/2024 - Present
Arvest Wealth Management (Rogers AR)
KS
06/27/2023 - 03/04/2024
AMERIPRISE FINANCIAL SERVICES, LLC (MANHATTAN KS)
BOTH
Issued 10/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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