Unclaimed
Dawn Anne McMenamin is a financial professional with over 20 years of experience in the industry. Dawn is registered as a Registered Representative with PFS Investments Inc. and is licensed in several states, including Connecticut, Maryland, New York, North Carolina, and Pennsylvania. Dawn's primary office is located at 297 Mill St, 3rd Flr, Poughkeepsie, NY. Dawn provides portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
PFS Investments Inc. (POUGHKEEPSIE NY)
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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