Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Aaron MacKichan is a financial advisor who has been in the industry since 2020. Dylan is registered with the state of Nebraska and has Series 63, 65, 6TO and SIE licenses. Dylan is currently employed with Mutual of Omaha Investor Services, Inc. and specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
NE
12/22/2020 - Present
Mutual OF Omaha Investor Services, Inc. (LINCOLN NE)
BC
Issued 04/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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