Unclaimed
Paul Dixon is a financial advisor registered with Edward Jones and is located in ROCKDALE, TX. Paul Dixon has been in the financial industry since December 2008. Paul Dixon has passed the Series 7 and Series 66 exams as well as the SIE exam. Paul Dixon is registered with 13 states including Alabama, Colorado, Florida, Georgia, Indiana, Louisiana, Minnesota, Mississippi, New York, North Carolina, Texas, Virginia and other regulatory bodies, and has experience with 1, 2, 4, 5, 6 and more specialties.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/12/2009 - Present
Edward Jones (ROCKDALE TX)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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