Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Dixson is a financial advisor with over 28 years of experience in the industry. Susan currently works at Headland Capital, a registered investment advisor firm, and is also registered with LPL Financial. Previously, Susan held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Queens Road Securities, LLC, UBS Financial Services Inc., J.C. Bradford & Co. and Wheat, First Securities, Inc.. Susan holds Series 7, 9, 10, 63, and 66 securities licenses. Susan also holds the Certified Financial Planner designation. Susan specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Susan is dedicated to helping her clients reach their financial goals.
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.
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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2
SC
12/20/2024 - Present
Headland Capital (MT. PLEASANT SC)
SC
07/29/2013 - 09/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)
NC
07/22/2004 - 07/30/2013
QUEENS ROAD SECURITIES, LLC (CHARLOTTE NC)
NJ
08/11/2000 - 07/06/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/13/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
09/07/1995 - 04/03/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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