Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dixie? Claim Your ProfileDixie Patrick Morgan is a financial advisor with Credit Union Investment Services. Dixie holds Series 63, 65 and 6TO licenses as well as the SIE. Dixie is registered with the state of North Carolina. Dixie has worked in the financial industry since 2013 and has experience providing financial services to members of State Employees' Credit Union. Dixie has been an agent for SECU Life Insurance Company since 2022, a Trust Representative for Members Trust Company since 2024, and also owns a bee keeping business.
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.
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.
1
2
NC
10/28/2022 - Present
Credit Union Investment Services (Andrews NC)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dixie Morgan is the right advisor for you? Invested Better is here to help.
