Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Elizabeth Kiesow potts is a financial advisor with over 20 years of experience in the industry. Dawn is currently registered with Prime Capital Financial and has been with the firm since 2017. Previously, Dawn worked at CAMBRIDGE INVESTMENT RESEARCH, INC. from 2010 to 2018 and THE O.N. EQUITY SALES COMPANY from 2007 to 2010. Dawn provides financial advice and services to individuals, families, and businesses. Dawn is dedicated to helping her clients achieve 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.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
07/20/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
01/01/2007 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
GA
09/06/1995 - 12/31/2001
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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