Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Urbanovsky is an investment advisor representative for Fidelity Personal and Workplace Advisors. Dawn has been working in the financial services industry since 2007. Dawn has passed the Series 7, Series 63, and Series 65 exams. Dawn is registered in 53 states and the District of Columbia. Dawn specializes in financial planning, portfolio management, and educational seminars. Dawn also works with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
10/03/2011 - 05/16/2013
MORGAN STANLEY (DALLAS TX)
TX
08/08/2007 - 08/29/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
05/15/2007 - 06/04/2007
FIRST SOUTHWEST COMPANY (DALLAS TX)
TX
04/04/2007 - 05/29/2007
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 11/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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