Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Dixon is a financial advisor who has been in the industry since December 11, 2016. Kerri has Series 6, 7, 63, 65, 9, and 10 securities licenses. Kerri is currently registered with Fidelity Brokerage Services LLC in Smithfield, RI. Kerri has previously been registered with Citizens Securities, Inc. in Johnston, RI, Santander Securities LLC in East Providence, RI and Columbia Management Investment Distributors, Inc. in Boston, MA. Kerri is a registered investment advisor representative in Rhode Island and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
RI
10/29/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
07/09/2018 - 08/07/2020
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
08/20/2015 - 07/27/2017
SANTANDER SECURITIES LLC (East Providence RI)
MA
08/11/2014 - 06/19/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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