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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Michael Dawson is an Investment Advisor Representative with Fiducient Advisors LLC, working out of the Wellesley, MA branch office. Theodore Dawson is licensed in Massachusetts and Texas. Theodore Dawson has worked in the financial industry since 2020 and has held previous roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Theodore Dawson holds the Series 66, Series 7TO, and SIE exams. Theodore Dawson specializes in providing investment consulting for individuals and non-profit organizations.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
11/20/2023 - Present
Fiducient Advisors LLC (Wellesley MA)
MA
08/11/2020 - 01/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 09/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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