Dawn Green (CRD# 5543859) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newark, DE and has over 15 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newark, DE | Jan 2023 - Current | 1 |
| Mass Mutual Insurance Company | Newark, DE | Jan 2023 - Current | 1 |
| Wilmington University | New Castle, DE | Jun 2010 - Current | 13 |
| Canaan Land Investments @ Berkshire LLC | Odessa, DE | Feb 2007 - Current | 17 |
| Pruco Securities, LLC | Middletown, DE | Nov 2017 - Jan 2023 | 5 |
| Prudential Insurance Company Of America | Middletown, DE | Nov 2017 - Jan 2023 | 5 |
| Wisdom Wealth And Winning | Odessa, DE | Sep 2012 - Jan 2023 | 10 |
| Signator Investors, Inc. | Middletown, DE | May 2016 - Nov 2017 | 1 |
| Transamerica Financial Advisors, Inc. | Middletown, DE | Sep 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- DE
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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