Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Dixon is a registered investment advisor representative with First Citizens Investor Services, Inc. Colleen is also registered with First Citizens Asset Management, Inc. Colleen has been in the financial industry since 2002 and has been working with First Citizens Bank, First Citizens Investor Services and First Citizens Asset Management since 2020. Colleen holds Series 63, Series 65 and Series 6TO licenses, in addition to the SIE exam. Colleen is available to discuss your financial needs, and Colleen can help you develop a financial plan that is tailored to your individual needs. Colleen is a dedicated and experienced professional who is committed to helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
11/14/2022 - Present
First Citizens Investor Services, Inc. (Richmond VA)
IA
Issued 10/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Colleen Dixon is the right advisor for you? Invested Better is here to help.
