Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Jerido is a financial professional with over 5 years of experience in the industry. Dawn is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Dawn holds a Series 99 and a Securities Industry Essentials Examination license. Previously, Dawn worked at Raymond James & Associates, Inc., Morgan Stanley and E*TRADE SECURITIES LLC. Dawn is a highly experienced financial professional who provides a range of financial services to individuals, corporations, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
06/22/2023 - Present
LPL Financial LLC (FORT MILL SC)
FL
09/09/2022 - 06/13/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
07/01/2022 - 08/03/2022
MORGAN STANLEY (PURCHASE NY)
NJ
09/04/2017 - 08/03/2022
E*TRADE SECURITIES LLC (Jersey City NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Dawn Jerido is the right advisor for you? Invested Better is here to help.
