Unclaimed
Dixie Fort is a registered representative with PFS Investments Inc. Dixie is licensed to provide investment advice in Oklahoma and Texas. Dixie has been in the industry for less than one year and has passed the Series 63, Series 6TO and the SIE exams. Dixie is currently registered with FINRA and is active in the broker-dealer space.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/17/2024 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 06/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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