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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Jeannae Correia is a financial advisor with Stillwater Capital Management. Dawn has been working in the financial industry since 2015. Dawn holds the Series 65 license. Dawn works with clients of various types including individuals, corporations, and charitable organizations. Dawn's focus is on providing financial planning and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/24/2024 - Present
Stillwater Capital Management (CARMEL-BY-THE-SEA CA)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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