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 Edwards is a financial advisor with over 20 years of experience in the industry. Dawn is currently registered with HUB Investment Partners, LLC in Maryland, Texas, and Virginia. She is a Series 7 and Series 63 licensed professional. Dawn has a passion for helping individuals and families reach their financial goals. She provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Dawn is committed to providing her clients with personalized advice and guidance.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/18/2024 - Present
HUB Investment Partners, LLC (AUSTIN TX)
TX
04/14/2023 - 06/05/2024
J.P. MORGAN SECURITIES LLC (Houston TX)
MD
04/26/2021 - 04/11/2023
CHARLES SCHWAB & CO., INC. (Bethesda MD)
TX
05/29/2019 - 04/26/2021
TD AMERITRADE, INC. (AUSTIN TX)
MD
03/13/2017 - 05/21/2019
CHARLES SCHWAB & CO., INC. (Bethesda MD)
CA
09/13/2016 - 01/09/2017
FIDELITY BROKERAGE SERVICES LLC (BURLINGAME CA)
TX
06/25/2009 - 10/22/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AUSTIN TX)
MD
03/21/2005 - 05/13/2009
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
TN
07/28/2004 - 03/16/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
01/30/2004 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
AL
06/14/2002 - 01/23/2004
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
03/04/2002 - 06/14/2002
AXA ADVISORS, LLC (NEW YORK NY)
IL
07/10/2000 - 02/15/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 03/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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