Unclaimed
Dawn Gabriel Rimari is a financial advisor registered with Commonwealth Financial Network in Beverly, Massachusetts. Dawn is also a registered investment advisor representative in Massachusetts. She has been in the financial industry since 2001 and has worked with various firms, including Lincoln Investment Planning, Inc., New England Securities, MetLife Securities Inc., Metropolitan Life Insurance Company, and Securities America, Inc. Dawn's areas of expertise include investment management, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/27/2019 - Present
Commonwealth Financial Network (Beverly MA)
PA
09/09/2003 - 04/01/2004
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
04/03/2003 - 07/23/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
06/24/2002 - 10/22/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/24/2002 - 10/22/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
06/12/2001 - 06/19/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 03/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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