Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doreen? Claim Your ProfileDoreen Antoinette Dixon is a financial professional with over 20 years of experience in the industry. She is currently registered with Avantax Advisory Services in Voorhees, NJ. Doreen has held various positions in the industry, including working for HD Vest Investment Services and MetLife Securities Inc. She is a licensed investment advisor representative and holds the Series 6, Series 63, and Series 65 licenses. Doreen is also a registered tax preparer and is dedicated to helping her clients achieve their financial goals.
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
NJ
09/27/2017 - Present
Avantax Advisory Services (Voorhees NJ)
NJ
06/24/2002 - 08/03/2017
HD VEST INVESTMENT SERVICES (VOORHEES NJ)
MA
05/15/2000 - 07/12/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/15/2000 - 07/12/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
07/11/1997 - 09/14/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
03/04/1997 - 07/11/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 02/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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