Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Dawson is a financial advisor at New Edge Wealth. Cameron has been in the financial services industry since 2014, holding previous roles at Bank of America and Fieldpoint Private Securities, LLC. Cameron is registered with the state of Connecticut and New York. Cameron holds the Chartered Financial Analyst (CFA) designation. Cameron specializes in providing financial planning, portfolio management and selection of other advisers to individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
01/02/2024 - Present
NEW Edge Wealth (Stamford CT)
Active
Inactive
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