Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daylen? Claim Your ProfileDaylen Robert Dye is a registered investment advisor representative, with experience in the financial services industry since 2007. Daylen is currently registered with Regal Investment Advisors LLC. Daylen previously held positions at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.. Daylen has passed the Series 7, Series 31, and Series 66 exams.
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.
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.
Third party fees
1
2
MI
06/09/2023 - Present
Regal Investment Advisors LLC (Kentwood MI)
MI
04/17/2012 - 06/08/2023
FIDELITY BROKERAGE SERVICES LLC (GRAND RAPIDS MI)
MI
10/20/2010 - 04/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TRAVERSE CITY MI)
MI
11/13/2009 - 10/29/2010
FIFTH THIRD SECURITIES, INC. (TRAVERSE CITY MI)
MI
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (TRAVERSE CITY MI)
MI
08/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TRAVERSE CITY MI)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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