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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dixi? Claim Your ProfileDixi Jin is a financial advisor with Fidelity Personal And Workplace Advisors. Dixi Jin has been in the industry since June 30, 2015, and has been registered with the Securities and Exchange Commission (SEC) since December 29, 2015. Dixi Jin is also registered with the Financial Industry Regulatory Authority (FINRA) and several state securities regulators. Dixi Jin has a wide range of experience, including providing financial planning services, educational seminars, and portfolio management for individuals and businesses. Dixi Jin is currently registered with Fidelity Personal And Workplace Advisors in North Carolina, Texas, and Connecticut.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NC
05/03/2022 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
NC
12/29/2015 - 03/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAPEL HILL NC)
CT
09/16/2009 - 04/20/2010
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CT)
BOTH
Issued 03/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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