Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Zerillo is a financial advisor at Hightower Advisors, LLC. Dawn has been in the financial industry since 1995 and has a Series 7, 63, and 65 licenses. Dawn works with a wide range of clients including individuals, families, trusts, estates, corporations, and charitable organizations. Dawn provides financial planning, investment management, and retirement planning services. Dawn specializes in wealth management, investment management and retirement planning. Dawn is committed to helping clients 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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
07/05/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
TN
04/05/1995 - 07/22/1997
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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