Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Ann Lazarus is a registered investment advisor representative with LRI Investments. Dawn is also licensed to provide investment advice in Connecticut, California, Florida and Massachusetts. Dawn has been in the securities industry since March 3, 2018 and has a series 66 license. Dawn has experience providing investment advice to individuals and has experience in financial planning, portfolio management for individuals, and pension consulting.
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.
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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CT
04/03/2024 - Present
LRI Investments (West Hartford CT)
CT
03/02/2018 - 03/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 04/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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