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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawuanta? Claim Your ProfileDawuanta Northern is a financial advisor with over 7 years of experience in the industry. Dawuanta is registered to provide investment advice in Virginia and has been with Fiducient Advisors LLC since July 2024. Previously, Dawuanta worked with various firms, including Edelman Financial Services, LLC and Buckingham Strategic Wealth, LLC. Dawuanta holds Series 63, 65 and 7 securities licenses as well as the SIE exam. Dawuanta also holds the Certified Financial Planner designation. Dawuanta specializes in providing financial planning services to individuals and non-profit organizations. Fiducient Advisors LLC is a firm that provides investment consulting for individuals and non-profit organizations. They offer a range of services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Investment consulting for individuals and non profit organizations
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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VA
09/06/2024 - Present
Fiducient Advisors LLC (McLean VA)
VA
01/19/2017 - 02/26/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
IA
Issued 04/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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