Unclaimed
Sandra Sue Dixon is a financial advisor with over 22 years of experience in the financial services industry. Sandra is currently registered with Robert W. Baird & Co. Inc. and is based in Columbus, OH. Prior to joining Robert W. Baird & Co. Inc., Sandra worked with FIFTH THIRD/THE OHIO COMPANY for over 2 years. Sandra has passed the Series 7 and SIE exams. Sandra specializes in providing investment advisory services to individuals, high-net-worth individuals, investment companies, charitable organizations, pension plans, and corporations.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
09/11/1999 - Present
Robert W. Baird & Co. Inc. (COLUMBUS OH)
OH
05/15/1997 - 02/10/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1997
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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