Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Marie Claussen is a financial advisor with Mutual Advisors, LLC. Dawn has been working in the financial industry since 2008 and has experience working with individuals, corporations, and pension plans. Dawn holds the Series 65, 63, 51, 4, 24, 99TO, 7, and SIE licenses and is registered in Nebraska and Texas. Dawn has a strong track record of success and is committed to providing her clients with personalized financial advice.
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.
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.
Hourly consulting
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.
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2
NE
08/22/2016 - Present
Mutual Advisors, LLC (Bellevue NE)
NE
03/02/2015 - 11/05/2015
GENEOS WEALTH MANAGEMENT, INC. (Omaha NE)
NE
01/27/2010 - 03/13/2015
MANARIN SECURITIES CORPORATION (OMAHA NE)
NE
04/02/2008 - 02/17/2010
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/08/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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