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Toni-ann L Dorsey

Navy Federal Investment Services, LLC

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About Toni-ann L Dorsey

Toni-ann Dorsey is a financial advisor with Navy Federal Investment Services, LLC. Toni-ann has been in the financial industry since 2018 and is currently registered in Alaska, California, Florida, Hawaii, Idaho, Montana, Oregon, and Washington. Toni-ann has a strong background in financial services, having previously worked with First Command Brokerage Services, Inc., Key Investment Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Toni-ann is committed to providing her clients with personalized financial advice and guidance, helping them achieve their financial goals.

Firm Information

Toni-ann Dorsey is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Toni-ann Dorsey’s Registration & Firm History

WA

10/12/2023 - Present

Navy Federal Investment Services, LLC (Lacey WA)

WA

11/09/2022 - 10/10/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)

WA

12/23/2020 - 01/25/2022

KEY INVESTMENT SERVICES LLC (Tumwater WA)

WA

02/10/2017 - 07/15/2020

FIRST COMMAND BROKERAGE SERVICES, INC. (DuPont WA)

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Licenses & Designations

BOTH

Issued 11/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Toni-ann L Dorsey.
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