Dawn RobinsonCRD Number: 5590032
Current Firm: Msi Financial Services, Inc.
Dawn Robinson (CRD# 5590032) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Guilford, CT and has over 8 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Metlife Securities||Guilford, CT||Mar 2009 - Current||8|
|Unemployed||Westerly, RI||Feb 2009 - Mar 2009||< 1|
|Merrill Lynch||Hartford, CT||Aug 2008 - Jan 2009||< 1|
|Citimortgage||O'fallon, MO||May 2008 - Aug 2008||< 1|
|Citi Residential Lending||Orange, CA||Sep 2007 - May 2008||< 1|
|Argent Mortgage||Orange, CA||Jul 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV