Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Salerno is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Dawn has been in the financial services industry since January 12, 1987 and has experience working with various clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Dawn has been associated with UBS Financial Services Inc. and Morgan Stanley DW Inc. in the past. Dawn has a range of licenses including Series 7, 63, 65, and 8.
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.
Investment consulting services to institutional clients
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.
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2
FL
01/17/2025 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
07/21/2006 - 07/29/2022
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
10/06/1997 - 07/26/2006
MORGAN STANLEY DW INC. (CAPE CORAL FL)
NY
07/31/1989 - 09/29/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/17/1989 - 08/07/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
12/23/1986 - 04/01/1989
L. F. ROTHSCHILD & CO. INCORPORATED
BC
Issued 06/20/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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