Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Dixon is a financial professional with over 15 years of experience in the financial services industry. Charlotte is a registered representative with TIAA-CREF Individual & Institutional Services, LLC, a leading provider of financial services. Charlotte's expertise and experience make her a valuable resource for clients seeking financial guidance and investment solutions. She is committed to providing personalized service and helping clients achieve their financial goals. Charlotte has a strong track record of success in helping clients plan for retirement, save for college, and manage their investments. Before joining TIAA-CREF, Charlotte worked with GWFS Equities, Inc., Columbia Management Distributors, Inc. and Janus Distributors, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
08/23/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
06/01/2007 - 08/08/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/30/2006 - 05/18/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
CO
02/25/2000 - 02/07/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 11/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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