Unclaimed
Dawn Marie Kirchner is a financial advisor with Centaurus Financial, Inc. Dawn has been in the financial industry since November 26, 2000. Dawn has licenses and registrations in California and Washington. Dawn is a Certified Financial Planner. Dawn specializes in financial planning, portfolio management, and providing educational seminars. Dawn has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
1
2
CA
11/27/2000 - Present
Centaurus Financial, Inc. (SANTA BARBARA CA)
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dawn Kirchner is the right advisor for you? Invested Better is here to help.