Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dixon is a financial advisor at Edward Jones in STATESVILLE, NC. William has been in the industry since 1994 and has experience with Fifth Third Securities, PROEQUITIES, and Wells Fargo Advisors. William holds the Series 6, 7, and 63 licenses. William's main focus areas are financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
NC
05/04/2017 - Present
Edward Jones (STATESVILLE NC)
NC
10/05/2016 - 05/04/2017
PROEQUITIES, INC. (MOORESVILLE NC)
NC
09/05/2014 - 07/25/2016
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
01/03/2011 - 01/07/2014
WELLS FARGO ADVISORS, LLC (WINSTON-SALEM NC)
NC
09/30/2010 - 12/31/2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (WINSTON SALEM NC)
NC
04/12/2002 - 01/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTERSVILLE NC)
MO
10/01/2000 - 01/23/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/18/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
02/28/2000 - 03/22/2000
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
08/19/1998 - 03/02/2000
MANEQUITY, INC. (BOSTON MA)
CT
10/18/1995 - 06/23/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
01/23/1992 - 06/23/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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