Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dyer? Claim Your ProfileDyer B McCabe is a financial professional with over 18 years of experience in the industry. Dyer currently works at Kilter Group, an investment firm specializing in financial planning, pension consulting, and portfolio management. Dyer holds Series 7 and Series 66 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Dyer is registered to provide investment advice in New York and Texas. Prior to joining Kilter Group, Dyer worked at Park Avenue Securities LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
NY
04/23/2024 - Present
Kilter Group (RHINEBECK NY)
NY
08/24/2004 - 05/10/2019
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dyer McCabe is the right advisor for you? Invested Better is here to help.
