Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Abernathy is a financial advisor with Core Planning, a financial advisory firm with offices in Florissant, MO and St. Louis, MO. Dawn is also registered as a financial advisor in New York and Texas, and she provides financial planning services to individuals and businesses. Dawn has over 10 years of experience in the financial services industry, and she holds the Series 7TO, Series 66 and SIE licenses. She is also a Certified Financial Planner.
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.
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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MO
02/22/2024 - Present
Core Planning (Florissant MO)
MO
07/05/2023 - 01/24/2024
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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