Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Lynn Green is a financial professional with over 15 years of experience in the industry. Dawn has a strong background in providing financial planning, investment advisory, and insurance services. Dawn holds several licenses and registrations, including Series 6, 63, and 65 licenses. Dawn is currently registered with MML Investors Services, LLC, a firm with over 7000 investment advisor representatives. Prior to joining MML Investors Services, LLC, Dawn worked with Pruco Securities, LLC, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Dawn also holds a position as an adjunct professor at Wilmington University. Dawn is committed 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.
Asset allocation programs
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.
Solicitors fees
1
2
DE
01/11/2023 - Present
MML Investors Services, LLC (NEWARK DE)
DE
11/14/2017 - 01/12/2023
PRUCO SECURITIES, LLC. (Middletown DE)
DE
05/13/2016 - 11/20/2017
SIGNATOR INVESTORS, INC. (MIDDLETOWN DE)
DE
09/30/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MIDDLETOWN DE)
DE
07/30/2008 - 09/20/2012
HORNOR, TOWNSEND & KENT, INC. (WILMINGTON DE)
IA
Issued 12/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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