Unclaimed
William Dickson is a financial advisor with Newpoint Real Estate Capital Securities LLC. William has been in the industry for 8 years and has a Series 52, Series 53, and Series 63 license. William currently holds registrations in Maryland, New York, and Virginia. William was previously employed at Citigroup Global Markets Inc. in Reston, VA.
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.
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.
1
2
MD
06/21/2023 - Present
Newpoint Real Estate Capital Securities LLC (Chevy Chase MD)
VA
11/01/2016 - 10/28/2021
CITIGROUP GLOBAL MARKETS INC. (Reston VA)
VA
01/31/2013 - 02/08/2016
CITIGROUP GLOBAL MARKETS INC. (RESTON VA)
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Dickson is the right advisor for you? Invested Better is here to help.