Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Thompson-mayfield is a financial advisor with over 8 years of experience in the industry. Dawn is currently registered with Steward Partners Investment Advisory, LLC, based in Chesapeake, Virginia. Dawn is a Series 7, Series 24, and Series 66 licensed professional. In addition, Dawn is registered with the state of Virginia as an Investment Advisor Representative. Prior to joining Steward Partners, Dawn was registered with UBS Financial Services Inc and Raymond James Financial Services, Inc.. Dawn's areas of expertise include financial planning, pension consulting and selection of other advisors. Dawn also provides financial consulting services for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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VA
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (CHESAPEAKE VA)
VA
07/02/2018 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
VA
06/17/2016 - 07/10/2018
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
BOTH
Issued 09/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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