Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tori? Claim Your ProfileTori Ashtan Dockery is an investment advisor representative associated with Cetera Investment Advisers LLC. Tori has been working in the financial services industry since April 2020 and has experience working with various financial institutions including Arvest Wealth Management. Tori holds a Series 7, Series 66, and SIE licenses and has a client base that includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Tori is also a real estate agent and has an active real estate license in Arkansas.
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.
1
2
AR
09/30/2024 - Present
Cetera Investment Advisers LLC (RUSSELLVILLE AR)
AR
08/06/2019 - 03/23/2020
ARVEST WEALTH MANAGEMENT (CLARKSVILLE AR)
BOTH
Issued 9/5/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/2/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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