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 advisor with Wells Fargo Advisors Financial Network, LLC. Richard has been in the financial services industry since September 1986. Richard is registered with the state of Ohio and Texas. Richard has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/05/2020 - Present
Wells Fargo Advisors Financial Network, LLC (MARION OH)
OH
07/01/2003 - 03/05/2020
WELLS FARGO CLEARING SERVICES, LLC (MARION OH)
NY
09/29/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Dixon is the right advisor for you? Invested Better is here to help.
