Unclaimed
Dawn Parle is a registered representative with Edward Jones. Dawn has been in the financial services industry since 2000 and is licensed in multiple states. Dawn is a dedicated financial professional, committed to providing clients with personalized advice and guidance. Dawn specializes in financial planning, portfolio management, and investment services, helping individuals, families, and businesses 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.
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.
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.
See schedule d - miscellaneous
1
2
IA
05/25/2022 - Present
Edward Jones (HUMBOLDT IA)
BOTH
Issued 05/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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