Unclaimed
Alexander Dickson is a financial advisor with over 30 years of experience in the financial services industry. Alexander holds a Series 6, 7, 24, 63 and SIE license and is registered with Cambridge Investment Research Advisors, Inc. Alexander has been with Cambridge Investment Research Advisors, Inc. since 2000. Prior to that, Alexander worked with Princor Financial Services Corporation and New England Securities. Alexander provides a wide range of financial services to individuals, families, and businesses. These services include financial planning, portfolio management, insurance, and retirement planning. Alexander is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (DIAMOND SPRINGS CA)
IA
05/28/1993 - 06/16/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
12/16/1991 - 05/04/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Dickson is the right advisor for you? Invested Better is here to help.