Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dixon is a financial professional with over 35 years of experience in the industry. Richard has a wide range of experience, having worked with firms like Woodbury Financial Services, Inc. and Washington Square Securities, Inc. Richard's career has focused on financial planning, and he has a strong track record of helping clients achieve their financial goals. Richard is currently registered with Osaic Wealth, Inc. and is licensed in Oregon and Washington.
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.
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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OR
08/23/2024 - Present
Osaic Wealth, Inc. (Portland OR)
OR
07/20/2020 - 08/23/2024
TRIAD ADVISORS LLC (Portland OR)
OR
10/24/2013 - 07/29/2020
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
OR
12/11/2009 - 10/18/2013
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
03/07/2007 - 12/14/2009
CAPITAL FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
07/21/2003 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (PORTLAND OR)
CT
04/03/2002 - 07/22/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
05/03/1999 - 04/11/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
09/04/1987 - 04/30/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 08/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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