Unclaimed
Dorinda Hawk is a financial advisor with Fidelity Personal And Workplace Advisors in Jacksonville, Florida. Dorinda has been in the industry since 2015. Dorinda holds Series 7 and 66 licenses and has earned the Certified Financial Planner designation. Dorinda has been registered as a Registered Representative and Investment Advisor Representative in 53 states. Dorinda previously worked at Arvest Wealth Management in Tulsa, Oklahoma, and GWFS Equities, Inc. in Greenwood Village, Colorado.
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.
1
2
FL
08/28/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
OK
11/10/2021 - 06/24/2024
ARVEST WEALTH MANAGEMENT (Tulsa OK)
CO
09/21/2021 - 11/01/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
OK
09/28/2015 - 08/16/2021
FIDELITY BROKERAGE SERVICES LLC (TULSA OK)
BOTH
Issued 02/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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