Zoey Dangol (CRD# 6283798) is an Investment Advisor Representative working at Ally Invest Advisors in Winter Garden, FL and has over 4 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevate-1crm | Kissimmee, FL | Feb 2024 - Current | < 1 |
| Ally Invest Advisors | Charlotte, NC | Oct 2021 - Current | 2 |
| Ally Invest Securities LLC | Charlotte, NC | May 2021 - Current | 3 |
| Fsc Securities Corporation | Oklahoma City, OK | Oct 2019 - Feb 2021 | 1 |
| Target | Oklahoma City, OK | Dec 2019 - Feb 2020 | < 1 |
| Fsc Securities Corporation | Addison, TX | May 2018 - Oct 2019 | 1 |
| Brennan Wealth Advisors | Addison, TX | Apr 2018 - Jul 2018 | < 1 |
| Orange Leaf Yogurt | Oklahoma City, OK | Mar 2017 - Mar 2018 | 1 |
| L'occitane | Oklahoma City, OK | Mar 2014 - Mar 2018 | 4 |
| Fsc Securities Corp | Atlanta, GA | Oct 2015 - Mar 2017 | 1 |
| Capital Asset Management | Oklahoma City, OK | Dec 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- FL
-
Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts70,547ACCOUNTS
-
Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.