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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 Alexander is a financial advisor with Morgan Stanley. Dawn has over 10 years of experience in the financial services industry, specializing in working with high net worth individuals, corporations, and investment companies. Dawn is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 9, 10, 66 and SIE licenses. Dawn is committed to providing her clients with comprehensive financial planning services, including retirement planning, investment management, and estate planning. In addition to her work with Morgan Stanley, Dawn is the President of Aurora and Associates International, LLC, a real estate holding and management company. Dawn is also a member of the Exit Planning Institute, a professional trade organization dedicated to providing education and resources to business owners.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Ponte Vedra Beach FL)
FL
08/22/2013 - 09/16/2016
BB&T SECURITIES, LLC (PONTE VEDRA BEACH FL)
BOTH
Issued 09/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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