Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Dixon is a financial professional with over 20 years of experience in the financial services industry. Elena has been registered with Cambridge Investment Research Advisors, Inc. since January 2017. Previously, Elena was registered with Waddell & Reed, Inc., and Cambridge Investment Research, Inc. Elena holds the Series 6, 7 and 66 licenses, as well as the SIE license. Elena is a Chartered Financial Consultant. Elena's current employment is at Cambridge Investment Research Advisors, Inc. in New Haven, Connecticut.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (New Haven CT)
CT
06/29/2015 - 01/06/2017
WADDELL & REED (HAMDEN CT)
CT
12/09/2013 - 06/05/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWTOWN CT)
NA
01/01/1990 - 04/01/1991
CIGNA SECURITIES, INC.
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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