Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Petzold is a financial advisor registered with PFS Investments Inc. Dawn has been in the industry since 2004 and specializes in providing investment advice and portfolio management services to individuals. Dawn holds Series 6 and 63 licenses. She currently works at the PFS Investments Inc. branch located in Lake in the Hills, IL.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/16/2004 - Present
PFS Investments Inc. (LAKE IN THE HILLS IL)
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dawn Petzold is the right advisor for you? Invested Better is here to help.
