Unclaimed
Dawn Marie Sakolsky is a registered representative with LPL Financial LLC, working out of their Denville, NJ office. Dawn has been in the financial industry since 2003 and holds Series 63, Series 66 and Series 7 licenses. Dawn has worked for several firms including Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., and Prudential Securities Incorporated. Dawn has 1 approved SRO registration, 1 approved FINRA registration, 2 approved state registrations and 1 approved IA state registration.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/26/2008 - Present
LPL Financial LLC (DENVILLE NJ)
NJ
01/01/2008 - 07/01/2008
WACHOVIA SECURITIES, LLC (ROCKAWAY NJ)
NJ
03/13/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROCKAWAY NJ)
NY
11/07/2002 - 11/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dawn Sakolsky is the right advisor for you? Invested Better is here to help.