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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon Wayne Dunn is an Investment Advisor Representative with Rainey & Randall Investment Management, Inc. in Celebration, FL. Dillon has been in the securities industry for over four years. Dillon holds a Series 63, 65, 7TO, and SIE licenses. Dillon previously worked at Charles Schwab & Co., Inc. as well as AJ Wealth. Dillon's work experience has included roles in both finance and the educational sector. Dillon is registered with the state of Florida and specializes in providing financial planning and portfolio management for individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/21/2023 - Present
Rainey & Randall Investment Management, Inc. (CELEBRATION FL)
FL
03/22/2019 - 09/14/2020
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
Issued 11/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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