Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamu? Claim Your ProfileTamu Elaine Dawson is a registered Investment Advisor Representative with Charles Schwab Investment Management, Inc. based in Chicago, Illinois. Tamu has been in the financial services industry since 2007, with experience at CHARLES SCHWAB & CO., INC. Tamu's professional designations include Series 66, Series 24, SIE and Series 7.
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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
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IL
12/21/2023 - Present
Charles Schwab Investment Management, Inc. (Chicago IL)
IL
11/11/2008 - 12/21/2023
CHARLES SCHWAB & CO., INC. (Chicago IL)
BOTH
Issued 02/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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