Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Dickson is an investment advisor representative who has been in the securities industry since 1995. Dickson is currently registered with Loomis, Sayles & Company, LP. Prior to joining Loomis, Sayles, Dickson was registered with NYLIFE Securities LLC. Dickson also holds a Series 7 and a Series 63 license as well as a Series 65 license. Dickson works with high-net-worth individuals, corporations, investment companies, pension and profit sharing plans, and other investment advisers. Dickson also provides non-discretionary investment advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
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.
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.
Minimum annual fee and/or minimum account size
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2
MA
12/08/2009 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
NH
09/03/2009 - 11/23/2009
NYLIFE SECURITIES LLC (MANCHESTER NH)
MA
06/09/2009 - 06/22/2009
SIGNATOR INVESTORS, INC. (WEST BOROUGH MA)
NY
01/08/2007 - 10/24/2008
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
AZ
09/29/2003 - 12/06/2006
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
NY
06/04/2003 - 09/19/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/12/2000 - 09/03/2002
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
10/22/1996 - 02/08/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TN
01/01/1994 - 09/19/1996
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
09/04/1991 - 02/03/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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