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 an investment advisor representative with Steward Partners Investment Advisory, LLC, where has been employed since March 2024. Prior to that, Dawn was a financial advisor with Raymond James Financial Services, Inc. for over five years. Dawn also previously worked as a financial advisor at UBS Financial Services Inc. and Edward Jones Financial. Dawn has been in the financial services industry since June 2016, working primarily with high-net-worth individuals, corporations, and charitable organizations. Dawn is registered with the state of Virginia and holds the Series 7, 24, and 66 licenses. Dawn is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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 9/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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