Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon Peter Freer is an active registered representative with Wells Fargo Clearing Services, LLC. Dillon has been in the industry since April 2017. Dillon has passed several securities exams, including Series 63, Series 9, Series 10, SIE and Series 7. Dillon is currently registered in 53 states and has a Series 63 registration with Texas. Dillon is also an Investment Adviser Representative in the state of Texas. Dillon holds licenses in several areas and is actively involved in the financial industry. Dillon works with a wide range of clients including high net worth individuals, charitable organizations, corporations, and pension plans. Dillon offers investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/08/2017 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
BC
Issued 04/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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