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 Gilchrist is a registered investment advisor representative with Sage, Rutty & Co., Inc.. Dawn is a securities professional with experience in both investment advisory and brokerage services. Dawn has been in the financial services industry since February 28, 2008 and has a variety of experience in the financial services industry, including experience working with high-net-worth individuals and charitable organizations. She is also licensed in Florida and New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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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NY
09/16/2008 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
NY
02/29/2008 - 09/11/2008
MML INVESTORS SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 05/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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