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 McPherson is a financial advisor with over 20 years of experience in the industry. Dawn is currently registered with Capfinancial Securities, LLC in Leawood, Kansas and has a Series 6, Series 63 and SIE licenses. Dawn has previously worked with MSEC, LLC, Cetera Advisor Networks LLC, and American Century Investment Services Inc. Dawn has a proven track record of helping 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.
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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2
KS
06/03/2022 - Present
Capfinancial Securities, LLC (Leawood KS)
KS
10/21/2014 - 03/07/2022
MSEC, LLC (Leawood KS)
MO
04/02/2012 - 10/08/2014
CETERA ADVISOR NETWORKS LLC (KANSAS CITY MO)
MO
04/14/1998 - 12/09/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 07/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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