Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dawson is a financial professional with over 20 years of experience in the financial services industry. Jeffrey is currently registered with Franklin Distributors, LLC in New York, NY and has been with the firm since October 2007. Previously, Jeffrey was employed by Legg Mason Investor Services, LLC in Stamford, CT, Citigroup Global Markets Inc. in New York, NY, and UBS PaineWebber Inc. in Weehawken, NJ. Jeffrey holds a Series 7, Series 66, and SIE license. Jeffrey is registered to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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.
1
2
NY
10/10/2007 - Present
Franklin Distributors, LLC (NEW YORK NY)
CT
12/01/2005 - 11/20/2006
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
12/19/2001 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
01/05/2000 - 08/31/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 02/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Dawson is the right advisor for you? Invested Better is here to help.
