Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark A. Dawson is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with &partners, where Mark provides financial advice to individual investors, families, and businesses. Mark specializes in a range of services, including portfolio management, financial planning, and investment advisory services. Prior to joining &partners, Mark worked at firms including MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and DEUTSCHE BANK SECURITIES INC. Mark holds a Series 7, Series 66, and SIE licenses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MD
10/18/2024 - Present
&partners (Baltimore MD)
MD
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (LUTHERVILLE MD)
MD
07/24/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
MD
09/06/2001 - 06/30/2006
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
BOTH
Issued 10/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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