National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Dawn G. Rimari

Commonwealth Financial Network

26-28 West Street Suite 203

Beverly, MA 01915

978-969-3953

About Commonwealth Financial Network

When you’ve come this far, though, there’s one more factor that you cannot overlook. You need someone to help you devise a sensible financial plan.

At Commonwealth Financial Network in Beverly, Massachusetts, Dawn G. Rimari, AIF®, CLTC®, is a dedicated financial planner who will help you to develop a plan that is right for you, one that takes into account who you are now and where you want to go, a plan that will point you in the direction of your goals.

General Information

Firm Start Year

CRD#

4063813

Firm CRD#

8032

Insurance License#

7359532

Name of Broker/Dealer

COMMONWEALTH FINANCIAL NETWORK

States Licensed in

AZ, CA, CT, FL, HI, MA, ME, MI, NH, PA, SD, TN, TX, UT, VA, WY.

Years of Experience in Financial Services

33

Number of Years with Current Firm

16

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds, Annuities, Options & Futures, Mutual Funds, Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Via Phone, Our Office, Video Conference, Via Email

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®, CLTC®

Securities Licenses

Series 66, Series 63, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

HMO, Accident, Life, Health, Variable Life, Disability, Variable Annuity, Long Term Care, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1000.00

Compensation Methods

Flat Fee

Fee % Based on Assets

1%

Hourly Rate

$250.00

Education

Bachelor Of Science Business Administration - Business Administration

Southern New Hampshire University
2007 - 2018

Graduate Level Certificate Financial Planning -

Boston University
2005 - 2007

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, MA, ME, MI, NH, PA, SD, TN, TX, UT, VA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.