Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Bond is an Investment Advisor Representative with Amerity Wealth Management, LLC. Dawn has over 17 years of experience in the financial services industry. Dawn is registered with the state of Georgia. Dawn has a Series 63, 65, 7 and 24 license. Dawn specializes in financial planning and portfolio management. Dawn is committed to helping her 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.
Helps you choose top advisors aligned with your financial goals.
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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GA
10/13/2022 - Present
Amerity Wealth Management, LLC (Peachtree City GA)
GA
08/23/2005 - 10/14/2019
COMMONWEALTH FINANCIAL NETWORK (ATLANTA GA)
TX
12/19/2001 - 12/31/2003
PERRYMAN SECURITIES, INC. (DALLAS TX)
TX
06/14/1999 - 10/23/2001
SWS FINANCIAL SERVICES (DALLAS TX)
GA
08/31/1998 - 12/31/1998
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
GA
10/07/1998 - 12/10/1998
SPECIALIZED INVESTMENTS DIVISION (ATLANTA GA)
GA
07/19/1994 - 10/21/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/26/1993 - 07/18/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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