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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Stevens Dixon is an investment advisor representative with Millennium Investment And Retirement Advisors, LLC. Colin is registered with the state of North Carolina and Texas. Colin has been in the industry since 2021 and has passed the Uniform Investment Adviser Law Examination. Colin is licensed to provide investment advice to high-net-worth individuals and pension and profit-sharing plans. The advisor's services include portfolio management for individuals and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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NC
09/20/2024 - Present
Millennium Investment AND Retirement Advisors, LLC (CHARLOTTE NC)
IA
Issued 12/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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