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Dawn Maureen McCorkle is a registered investment advisor representative with Cetera Investment Advisers LLC. Dawn has been in the industry since 1988 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Dawn specializes in providing financial planning, portfolio management, and pension consulting services to her clients.
CAMANO ISLAND, WA
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.
1
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 3/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 9/11/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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