Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Dawson is a financial advisor with Fidelity Personal and Workplace Advisors. Anthony has been in the industry for over a decade and holds the Series 7 and 66 securities licenses. Anthony has worked for Santander Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well. Anthony is registered to provide financial advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, South Carolina, Vermont, and Virginia.
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.
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.
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2
MA
07/28/2020 - Present
Fidelity Personal AND Workplace Advisors (WILMINGTON MA)
MA
01/17/2017 - 05/26/2020
SANTANDER SECURITIES LLC (BELMONT MA)
MA
01/20/2011 - 01/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINCHESTER MA)
BOTH
Issued 02/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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