Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dax? Claim Your ProfileDax Dixson is a financial advisor with Hightower Advisors, LLC. Dax is registered to offer investment advisory services in North Carolina and is also registered with the Series 63 and 65 securities licenses. Dax has previous experience at Columbia Management Investment Distributors, Inc., MetLife Investors Distribution Company, Vanguard Marketing Corporation and Garden State Securities, Inc.. Dax is a Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NC
11/06/2020 - Present
Hightower Advisors, LLC (Greensboro NC)
MA
10/28/2013 - 06/19/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
09/03/2013 - 09/19/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
10/24/2007 - 08/25/2011
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
07/12/2007 - 08/29/2007
GARDEN STATE SECURITIES, INC. (RALEIGH NC)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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