Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Dickson is a financial advisor who has been in the industry since November 2003. John Stephen Dickson is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since September 2022. Previously, John Stephen Dickson was employed with Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., CCO Investment Services Corp., and McDonald Investments Inc. John Stephen Dickson holds licenses for Series 7, Series 66, Series 24, and SIE. John Stephen Dickson specializes in working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
09/13/2022 - Present
Raymond James Financial Services Advisors, Inc. (Charleston SC)
SC
02/17/2021 - 03/23/2022
TRUIST INVESTMENT SERVICES, INC. (MT. PLEASANT SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
03/31/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON SC)
RI
04/14/2005 - 08/23/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
OH
02/22/2001 - 05/16/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 12/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Dickson is the right advisor for you? Invested Better is here to help.
