Unclaimed
Eric Dixson is a financial advisor registered with Ameriprise Financial Services, LLC. Eric has been working in the financial services industry since August 5, 2000. Eric has held registrations with several firms over the years, including Raymond James Financial Services, Inc., Citizens Securities, Inc., Scottrade, Inc. and TD Waterhouse Investor Services, Inc.. Eric is licensed to provide financial advice in Michigan, Montana, and Utah. Eric is also a registered investment advisor. Eric specializes in working with individuals, high-net-worth individuals, families, trusts, charitable organizations, businesses and corporations, and pension and profit-sharing plans.
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.
Asset allocation services
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.
1
2
MI
06/24/2022 - Present
Ameriprise Financial Services, LLC (TROY MI)
FL
10/08/2019 - 07/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MI
09/05/2018 - 09/06/2019
CITIZENS SECURITIES, INC. (WEST BLOOMFIELD MI)
MI
03/08/2000 - 03/07/2018
SCOTTRADE, INC. (ROCHESTER HILLS MI)
NE
01/07/2000 - 03/09/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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