Unclaimed
Dylan Freundlich is a financial professional with over 15 years of experience in the industry. Dylan is currently registered with Equitable Distributors, LLC and holds a Series 7, Series 66, and Series 24 licenses. Dylan has previously worked with Jackson National Life Distributors LLC, LPL Financial Corporation, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Dylan is registered in eight states: Florida, Georgia, Louisiana, Maryland, New York, Virginia, West Virginia, and Wisconsin.
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
NC
01/27/2023 - Present
Equitable Distributors, LLC (Charlotte NC)
CO
03/19/2012 - 01/12/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
FL
12/10/2009 - 10/21/2010
LPL FINANCIAL CORPORATION (HOLLYWOOD FL)
FL
06/01/2009 - 12/07/2009
MORGAN STANLEY SMITH BARNEY (FT. LAUDERDALE FL)
FL
02/28/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)
BOTH
Issued 10/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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