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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Marie Stil is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Dawn Marie Stil has been in the financial services industry since 2001. Dawn Marie Stil is registered with FINRA and the SEC and has passed the Series 7, Series 63, Series 66, and SIE exams. Dawn Marie Stil specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
1
2
PA
07/22/2021 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
NJ
03/23/2012 - 07/26/2021
MORGAN STANLEY (Mount Laurel NJ)
NJ
05/16/2006 - 04/02/2012
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
TX
10/07/2005 - 03/16/2006
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NY
11/08/2004 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/11/1999 - 01/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/05/1998 - 09/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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