Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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