Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon Dutkanych is a financial advisor at First Citizens Investor Services, Inc. Dillon has been in the financial services industry since December 2016. Dillon holds a Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 52, and Series 99. Dillon is registered in Utah and North Carolina. Dillon specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Dillon is also registered to provide investment advisory services.
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.
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.
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2
UT
11/20/2023 - Present
First Citizens Investor Services, Inc. (Cottonwood Heights UT)
UT
09/30/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
12/22/2016 - 09/25/2020
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/15/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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