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Zoey Nicole Dangol

Ally Invest Advisors

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About Zoey Nicole Dangol

Zoey Dangol is an investment advisor representative at Ally Invest Advisors with a focus on providing financial planning and portfolio management for individuals. Zoey has been in the industry since 2018 and holds Series 7 and Series 66 registrations with FINRA. Previously, Zoey has worked with FSC Securities Corporation and Brennan Wealth Advisors. Zoey is registered to provide investment advisory services in all 50 states and the District of Columbia.

Firm Information

Zoey Dangol is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

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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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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Zoey Dangol’s Registration & Firm History

FL

11/24/2021 - Present

Ally Invest Advisors (Winter Garden FL)

OK

10/16/2019 - 05/04/2021

FSC SECURITIES CORPORATION (OKLAHOMA CITY OK)

TX

05/10/2018 - 08/27/2018

FSC SECURITIES CORPORATION (ADDISON TX)

OK

11/12/2015 - 03/24/2017

FSC SECURITIES CORPORATION (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 09/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zoey Nicole Dangol.
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