Kerri Beth Dixon

Current Employers

Employment History

• 05/2015 → 11/2016
  Commonwealth Financial Network
  Waltham, MA
• 08/2018 → 08/2019
  Essex Securities
  Topsfield, MA
• 11/2016 → 09/2020
  Ace Shuttle, Llc.
  North Chelmsford, MA
• 12/2017 → 09/2020
  Chelmsford Public School System
  Chelmsford, MA
• 09/2020 → 01/2023
  Justice Resource Institute
  Needham, MA
• 01/2023 → 08/2023
  Lowell Public Schools
  Lowell, MA
• 09/2023 → Present
  Dracut Public Schools
  Dracut, MA
• 01/2024 → Present
  Retirement Fiduciary Group. Llc
  Andover, MA
• 07/2024 → Present
  Osaic Wealth, Inc.
  Andover, MA

Other Businesses

1. GENX FINANCIAL, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/24/2024 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for Innovative Financial Group employees. 2. RETIREMENT FIDUCIARY GROUP, LLC POSITION: Financial Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/26/2024 ADDRESS: 40 Shattuck Rd, Andover MA 01810, United States DESCRIPTION: As a Financial Paraplanner, I complete paperwork, communicate with clients, and other similar duties. 3. INCOMPASS HUMAN SERVICES-BOARD OF DIRECTORS POSITION: Board Member NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2024 ADDRESS: 4 Omni Way, Chelmsford MA 01824, United States DESCRIPTION: I am a member of the Board of Directors for Incompass Human Services. As a Board Member, I assist the leadership team in making decisions for the benefit of the organization and the individuals it serves. My role does not include custody or dissemination of any of the organization's funds or securities. 4. RETIREMENT FIDUCIARY GROUP, LLC- FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/25/2025 ADDRESS: 40 Shattuck Rd, Suite 306, Andover MA 01810, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance. 5. RETIREMENT FIDUCIARY GROUP, LLC POSITION: Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 01/02/2025 ADDRESS: 40 Shattuck Rd, Suite 306, Andover MA 01810, United States DESCRIPTION: Sales/Marketing of securities, investment advisory, and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2015-02-23

Other Names

• Kerri Beth Dixon
• Kerri Dixon