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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitry? Claim Your ProfileDmitry Leykin is a financial advisor with Wells Fargo Clearing Services, LLC. Dmitry is a registered representative in California and Texas, and is also a registered investment advisor in California and Texas. Dmitry holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Dmitry's current branch office is located at 3 TUNSTEAD AVE in SAN ANSELMO, CA, 94960. Dmitry has over 6 years of experience in the financial industry and has a proven track record of success. Dmitry is committed to providing his clients with personalized financial advice and investment solutions to help them achieve their financial goals.
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
CA
06/30/2023 - Present
Wells Fargo Clearing Services, LLC (SAN ANSELMO CA)
CA
07/31/2017 - 06/12/2018
J.P. MORGAN SECURITIES LLC (DALY CITY CA)
IA
Issued 02/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2017
Series 6 - Investment Company Products/Variable Contracts 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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