Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton R. Dixon is a financial advisor registered with Goldstone Financial Group, LLC in OAKBROOK TERRACE, IL. Clayton has experience in the financial services industry and is licensed to sell insurance products. Clayton has a broad range of experience in financial services including positions at Edward Jones, Morgan Stanley and E*TRADE Securities LLC. Clayton R. Dixon holds both Series 7TO and Series 66 licenses and is registered as an Investment Advisor Representative in Illinois.
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.
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.
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IL
04/04/2024 - Present
Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)
IL
10/10/2023 - 01/29/2024
EDWARD JONES (BLOOMINGDALE IL)
IL
01/19/2023 - 10/13/2023
MORGAN STANLEY (Chicago IL)
IL
03/21/2022 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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