Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conchita? Claim Your ProfileConchita Dixon is an Investment Advisor Representative with Vanguard Advisers, Inc., an SEC registered investment advisor. Conchita has been in the industry since July 10, 2000, and has worked for several firms, including TIAA-CREF Individual & Institutional Services, LLC and Vanguard Marketing Corporation. Conchita holds Series 6, 7, 63, 65 and 66 securities licenses. Conchita is registered with the state of Pennsylvania and Texas. Conchita specializes in providing financial planning, portfolio management, and selection of other advisors.
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
PA
05/04/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
02/14/2014 - 12/21/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
12/13/2007 - 02/03/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
03/17/2000 - 12/03/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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