Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dixie? Claim Your ProfileDixie Kendrick is an Investment Advisor Representative with Avantax Advisory Services. Dixie has been in the financial industry since 2012 and holds Series 6, 7, 63 and 65 licenses. Dixie has several other business activities, including providing income tax preparation services, real estate ownership, and insurance sales. Dixie is registered with the state of Washington as both an Investment Advisor Representative and a Broker-Dealer Representative.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WA
02/13/2014 - Present
Avantax Advisory Services (Des Moines WA)
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dixie Kendrick is the right advisor for you? Invested Better is here to help.
