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Dawn Vandyck

Missionsquare Retirement

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About Dawn Vandyck

Dawn Vandyck is a financial advisor in Punta Gorda, Florida, with over 16 years of experience in the financial services industry. Dawn is registered with Missionsquare Retirement and holds Series 7, 63, and 65 licenses. Dawn has a strong background in providing financial advice to individuals and businesses. Dawn's commitment to client service and her expertise in financial planning make her a valuable resource for individuals and families seeking to achieve their financial goals.

Firm Information

Dawn Vandyck is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dawn Vandyck’s Registration & Firm History

FL

08/23/2021 - Present

Missionsquare Retirement (Punta Gorda FL)

FL

03/01/2021 - 08/02/2021

EDWARD JONES (PORT CHARLOTTE FL)

NY

03/31/2015 - 08/24/2016

PARK AVENUE SECURITIES LLC (NEW YORK NY)

PA

05/25/2004 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (BETHLEHEM PA)

NY

12/17/2003 - 04/21/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

IA

05/15/2001 - 06/02/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 12/21/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/03/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn Vandyck.
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