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MD

Michael Dawson

FIRST TRUST PORTFOLIOS L.P.
WHEATON, IL 60187
Some features on this profile are disabled
CRD#: 1073690
MD

Professional summary


Michael Dawson is a registered financial professional currently at FIRST TRUST PORTFOLIOS L.P. located in Wheaton, Illinois.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Dawson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 28, 2012 - Present

FIRST TRUST PORTFOLIOS L.P.

Office #1: 120 E. Liberty Drive Suite 400, Wheaton, IL 60187
BD
CRD#: 28519
WHEATON, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 9/27/2012
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


FT
FIRST TRUST PORTFOLIOS L.P.
FIRST TRUST PORTFOLIOS L.P. | NIKE SECURITIES L.P.

CRD#: 28519 / SEC#: , 8-43843

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
120 E. Liberty Drive Suite 400, Wheaton, IL 60187
Mailing Address
120 E. Liberty Drive Suite 400, Wheaton, IL 60187
Phone number
(630) 765-8000
Established
Illinois since 05/10/1991
Firm type
Partnership
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GRACE PARTNERS OF DUPAGE L.P.LIMITED PARTNER
BOWEN, JAMES ALLENCHIEF EXECUTIVE OFFICER1123316
BOWEN, MARISA ANNMANAGING DIRECTOR1949032
DYKAS, JAMES MARTINCHIEF FINANCIAL OFFICER / MANAGING DIRECTOR2264809
JACKSON, ERIK SORENCHIEF COMPLIANCE OFFICER2950559
JARDINE, WILLIAM SCOTTGENERAL COUNSEL2609233
MCGAREL, DAVID GERARDCHIEF OPERATING OFFICER2945880
MCGAREL, DAVID GERARDMANAGING DIRECTOR2945880
ROGGENSACK, ANDREW SCOTTPRESIDENT1582059
THE CHARGER CORPORATIONGENERAL PARTNER

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST TRUST PORTFOLIOS L.P.

CRD#: 28519Wheaton, IL 60187

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