Unclaimed
Dyann Atiles-sanchez is a financial professional with over 20 years of experience in the financial services industry. Dyann is currently registered with Huntleigh Securities Corp. and holds Series 7, Series 63, SIE, and Series 79TO licenses. Dyann has previously worked with firms such as MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., FISERV INVESTOR SERVICES, INC., TRADESTAR INVESTMENTS,INC., and M. J. WHITMAN, INC..
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.
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.
1
2
TX
06/08/2020 - Present
Huntleigh Securities Corp. (Houston TX)
TX
06/01/2009 - 12/26/2018
MORGAN STANLEY (HOUSTON TX)
TX
04/18/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
02/18/2003 - 09/28/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
06/10/1998 - 12/31/2002
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NY
03/25/1996 - 05/01/1998
M. J. WHITMAN, INC. (NEW YORK NY)
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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