Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight Earl Twillman is a financial advisor with over 30 years of experience in the industry. Dwight is registered with The Retirement Planning Group, LLC and has been with the firm since 2014. Prior to joining The Retirement Planning Group, Dwight was employed by Quasar Distributors, LLC, Jones & Babson, Inc., Dreyfus Service Corporation, Paine Webber Incorporated and Edward D. Jones & Co., L.P. Dwight has a Series 7, Series 63 and Series 65 license. He also holds the Certified Financial Planner designation. Dwight specializes in providing financial planning services to individuals and families, as well as portfolio management for individuals.
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.
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
KS
11/20/2015 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
ME
08/23/2010 - 06/14/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
06/03/2003 - 12/31/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
10/31/2001 - 04/30/2003
JONES & BABSON, INC. (MINNEAPOLIS MN)
NY
09/09/1998 - 10/22/2001
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
11/08/1991 - 09/16/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
07/19/1991 - 09/17/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dwight Twillman is the right advisor for you? Invested Better is here to help.
