Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Michelle Brannon Braun is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Indianapolis, IN. Dawn has been in the industry since September 15, 2005, and has held previous positions with RAYMOND JAMES & ASSOCIATES, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.. Dawn Braun holds the Series 7, Series 63, and Series 66 licenses. Dawn Braun is a registered representative of Raymond James Financial Services Advisors, Inc. and an Investment Advisor Representative of Raymond James Financial Services, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
10/30/2014 - Present
Raymond James Financial Services Advisors, Inc. (Indianapolis IN)
IN
03/16/2010 - 10/29/2014
RAYMOND JAMES & ASSOCIATES, INC. (FISHERS IN)
IN
06/01/2009 - 04/08/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
09/15/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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