Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn McCorkle is a financial advisor who has been in the industry since 1988. Dawn is currently registered with Cetera Investment Advisers LLC as a Registered Investment Advisor in both Texas and Washington. Previously, Dawn was registered with Pacific West Securities, Inc. in Washington and National Securities Corporation in Florida. Dawn has a broad range of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 63, 65, 24 and 27. Dawn is committed to providing her clients with personalized financial advice and helping them reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (CAMANO ISLAND WA)
WA
07/29/2005 - 04/23/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
FL
09/14/1987 - 07/26/2005
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 03/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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