Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Grode is a financial advisor with Avantax Investment Services, Inc. Dawn has been in the financial services industry since 2004 and has a strong background in providing investment advice to individuals and families. Dawn holds Series 6 and Series 63 licenses, as well as the SIE exam. Dawn is registered in multiple states, including Florida, Illinois, Kentucky, Tennessee, Texas, and Wisconsin.
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.
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.
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WI
04/13/2004 - Present
Avantax Investment Services, Inc. (Salem WI)
BC
Issued 08/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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