Unclaimed Profile

Dawn Marie Slawson

FIDUCIARY FINANCIAL PARTNERS, LLC·NAPERVILLE, Illinois

Series 7, Series 66Clean record26 years registeredFIDUCIARY FINANCIAL PARTNERS, LLC

1250 E. DIEHL ROAD, NAPERVILLE, IL 60563CRD# 3210538Firm CRD# 156389

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dawn Marie Slawson · NAPERVILLE, IL

Registration

CRD #3210538 · FIDUCIARY FINANCIAL PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

FIDUCIARY FINANCIAL PARTNERS, LLC

Aug 2013 – present

CHASE INVESTMENT SERVICES CORP.

Sep 2011 – May 2012

NAPERVILLE, IL

J.P. MORGAN SECURITIES LLC

Oct 2008 – Sep 2011

CHICAGO, IL

J. P. MORGAN SECURITIES INC.

Sep 2006 – Oct 2008

WHEATON, IL

JPMORGAN SECURITIES INC

May 2006 – Sep 2006

WHEATON, IL

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – May 2006

WHEATON, IL

BANC ONE SECURITIES CORPORATION

Feb 2000 – Jul 2005

WHEATON, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 22, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY FINANCIAL PARTNERS, LLC

CRD 156389 · SEC 801-78241

AUM

$209M

Regulatory assets under management

Employees

796 client accounts

Services offered by FIDUCIARY FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIDUCIARY FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Dawn Marie Slawson offer?

Dawn Marie Slawson specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Dawn Marie Slawson's credentials?

Dawn Marie Slawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawn Marie Slawson located?

Dawn Marie Slawson is based in NAPERVILLE, Illinois, working with FIDUCIARY FINANCIAL PARTNERS, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does Dawn Marie Slawson charge for services?

Dawn Marie Slawson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY FINANCIAL PARTNERS, LLC?

FIDUCIARY FINANCIAL PARTNERS, LLC has approximately 7 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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