Dawn Maurer (CRD# 2149282) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Beverly Hills, FL and has over 32 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Beverly Hills, FL | Jul 2017 - Current | 6 |
| Charles Schwab & Company, Inc. | Beverly Hills, FL | Jan 2004 - Current | 20 |
| Maurer Inc. | Parker, CO | Jan 2003 - Dec 2018 | 15 |
| Schwab Private Client Investment Advosroy, Inc. | Lone Tree, CO | Mar 2015 - Jun 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- CO
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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