Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Strachan is a financial advisor with over 20 years of experience in the industry. Dawn is currently registered with Osaic Wealth, Inc. and Touchstone Financial Planning. Dawn has a strong background in financial planning, portfolio management, and insurance, with a focus on serving high-net-worth individuals and couples going through divorce. Dawn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (Torrance CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Torrance CA)
CA
09/05/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Torrance CA)
CA
04/16/2009 - 09/08/2014
SUMMIT BROKERAGE SERVICES, INC. (TORRANCE CA)
CA
07/01/2004 - 04/20/2009
LPL FINANCIAL CORPORATION (TORRANCE CA)
KS
03/06/2001 - 05/25/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dawn Strachan is the right advisor for you? Invested Better is here to help.
