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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dixon? Claim Your ProfileDixon Downey is an investment advisor representative with Sound Income Strategies, LLC. Dixon is based in FORT LAUDERDALE, FL and has been in the industry since 1996. Dixon has a strong background in financial planning and portfolio management for both individuals and investment companies. Dixon is a Certified Financial Planner and holds the Series 6, 7, 63, 65 and 66 securities licenses.
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.
Strategic management for diversified investment portfolios.
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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FL
07/11/2024 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
CT
10/05/2023 - 02/05/2024
PRIVATE CLIENT SERVICES, LLC (Milford CT)
CT
03/01/2021 - 10/10/2023
LPL FINANCIAL LLC (DANBURY CT)
MN
03/02/2021 - 10/09/2023
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
CT
01/09/2019 - 03/03/2021
TRIAD ADVISORS LLC (DANBURY CT)
CT
09/25/2012 - 04/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (NEW CANAAN CT)
CT
02/27/2012 - 08/07/2012
EDWARD JONES (NEWTOWN CT)
CT
04/08/2010 - 05/31/2011
TD AMERITRADE, INC. (STAMFORD CT)
CT
03/21/2008 - 03/30/2010
EURO PACIFIC CAPITAL, INC. (WESTPORT CT)
CT
05/14/1997 - 06/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
11/07/1996 - 05/16/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 03/08/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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