Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dawkins is a financial advisor in Tyson's Corner, VA with over 15 years of experience in the industry. Joseph has held positions at Seia, OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Joseph is registered with FINRA and the state of Virginia.
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.
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2
VA
06/28/2012 - Present
Seia (Tyson's Corner VA)
VA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (TYSONS CORNER VA)
VA
06/06/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (TYSONS CORNER VA)
NC
03/22/2011 - 05/01/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEBORO NC)
NC
07/07/2006 - 10/02/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 04/02/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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