Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Parrino is a registered representative with Fidelity Personal and Workplace Advisors. Dawn has been in the industry since February 1995. Dawn is licensed in several states, including New Jersey, Texas, and Massachusetts. She is a licensed Investment Advisor Representative and has a Series 7, 6, 63, 9, 10, and SIE. Dawn also works as a Holistic Health Coach and is a member of Young Living. Dawn has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
NJ
12/20/2018 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NY
09/22/2008 - 07/29/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/25/1996 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/08/1995 - 05/29/1996
JANSSEN-MEYERS ASSOCIATES, L.P. (NEW YORK NY)
TN
12/13/1994 - 11/06/1995
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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