Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Dotterweich is a financial advisor with Ameriprise Financial Services, LLC, based in Sarasota, Florida. With over 20 years of experience in the financial industry, Vincent has a strong background in providing investment advice to individuals and businesses. His commitment to building lasting relationships with clients, coupled with his expertise in financial planning and portfolio management, has earned him a reputation for excellence in the field. Vincent is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their unique circumstances.
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.
Asset allocation services
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
FL
06/12/2023 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
NJ
06/28/2005 - 09/29/2010
WELLS FARGO ADVISORS, LLC (BOONTON NJ)
NY
03/20/2000 - 06/24/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/09/1993 - 03/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/01/1993 - 10/22/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 11/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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