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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Dixon is an Investment Advisor Representative at The Colony Group, LLC. Michael has been in the industry for 26 years. Michael holds the Series 7, 9, 10, 24, 63 and 65 licenses. Michael's certifications include Certified Financial Planner. Michael is registered in Florida and Illinois. Michael has previously worked at CHARLES SCHWAB & CO., INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
FL
05/01/2024 - Present
THE Colony Group, LLC (Tampa FL)
IN
07/14/1998 - 11/25/2019
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
NY
04/07/1997 - 03/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/08/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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