Unclaimed
Dixie Jeanne Beard is a financial advisor with over 20 years of experience in the industry. Dixie is currently registered with Guidestone Financial Services in Dallas, TX. Previously, Dixie worked with PFPC Distributors, INC. in Dallas, TX. Dixie is licensed in 40 states across the United States.
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.
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.
1
2
TX
09/30/2009 - Present
Guidestone Financial Services (DALLAS TX)
TX
02/14/2001 - 12/31/2008
PFPC DISTRIBUTORS, INC. (DALLAS TX)
BC
Issued 03/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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