Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn-dyanna? Claim Your ProfileDawn-dyanna Dhyanna is a registered representative with Western International Securities, Inc. and is also a registered investment advisor representative with THE Social Equity Group, Inc. Dawn-dyanna has been in the industry since 1983 and has a wide range of experience in financial planning, portfolio management, and investment advising. Dawn-dyanna's specializations include: securities, mutual funds, variable annuities, fixed annuities, life insurance, and other financial products.
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.
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CA
08/21/2017 - Present
Western International Securities, Inc. (Petaluma CA)
OR
08/17/1992 - 08/21/2017
FINANCIAL WEST GROUP (Portland OR)
CA
03/29/1989 - 08/20/1992
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
NA
11/11/1986 - 04/12/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/17/1986 - 11/10/1986
AMERICAN PACIFIC SECURITIES CORPORATION
NA
05/14/1986 - 11/05/1986
CHARLES BORDEN AND COMPANY
NA
04/02/1984 - 05/12/1986
BORDEN SECURITIES COMPANY
NA
09/22/1983 - 01/31/1984
THOMSON MCKINNON SECURITIES INC.
BC
Issued 09/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1984
Series 5 - Interest Rate Options Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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