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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Dawson is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and First Choice Financial Planning LLC, Steven Dawson has been in the industry since 2009 and has a strong background in financial planning, portfolio management, and investment advisory services. Steven Dawson also has experience in real estate and holds a Certified Financial Planner designation. Steven Dawson specializes in working with individuals, families, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/22/2017 - Present
Raymond James Financial Services Advisors, Inc. (ALLEN TX)
TX
02/07/2014 - 06/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ALLEN TX)
TX
02/08/2010 - 02/10/2014
EDWARD JONES (ALLEN TX)
TX
11/19/2009 - 01/29/2010
AXA ADVISORS, LLC (PLANO TX)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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