Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Richard Dickison is a registered representative with MTM Financial Group, LLC. Gene is a licensed financial advisor with over 39 years of experience in the financial services industry. Gene has a strong track record of providing comprehensive financial planning and investment management services to individuals and families. Gene is committed to providing personalized advice and strategies that are tailored to meet the unique needs of each client. Gene is also a registered investment advisor representative in the states of Pennsylvania and Texas. Gene is committed to providing high-quality financial services and building long-lasting relationships with clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/07/2022 - Present
MTM Financial Group, LLC (BETHLEHEM PA)
PA
11/29/2007 - 05/05/2008
LPL FINANCIAL CORPORATION (BETHLEHEM PA)
PA
02/07/1996 - 11/19/2007
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
PA
01/24/1984 - 01/17/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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