Dawn L. Mcduell

Current Employers

Employment History

• 06/1991 → Present
  Goldstein & Mcduell
  Elkins Park, PA
• 08/2001 → 09/2025
  Avantax Investment Services, Inc.
  Elkins Park, PA
• 02/2008 → 09/2025
  Avantax Advisory Services
  Elkins Park, PA
• 06/1991 → Present
  Ronald R. Mcduell Ltd
  Elkins Park, PA
• 01/2010 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Elkins Park, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elkins Park, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-02-26 → 2025-09-05
  Avantax Advisory Services
  Elkins Park, PA

Other Businesses

1) Roland R. McDuell LTD 7804 Montgomery Avenue, Suite One Elkins Park PA 19027~Tax Preparation/Accounting~Accountant/Bookkeeper~6/1/1991~150hrs~135hrs~Accounting & Tax Prep 2) CARTERS POSITION: Sales Associate NATURE: If hired I will be a part-time sales associate for a children's clothing store. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2020 ADDRESS: 130 Park Avenue, Willow Grove PA 19090, DESCRIPTION: Assist customers with purchasing children's clothing. 3) MISSION FINANCIAL SERVICES POSITION: Accountant/Bookkeeper NATURE: Tax Preparation /Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2010 ADDRESS: 7804 Montgomery Ave, Suite 1, Elkins Park PA 19027, United States DESCRIPTION: Tax Prep/Accounting/|Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2007-08-08
• S63 Uniform Securities Agent State Law Examination
  2001-11-26

Other Names

• Dawn L. Mc Duell