Unclaimed
Dylan Aiken is a registered representative with Sanford C. Bernstein & Co., LLC. Dylan has been in the financial services industry since 2024. Dylan holds the Series 7, Series 63, and SIE licenses. Dylan is currently registered in California. Dylan specializes in working with pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d, miscellaneous
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2
CA
05/21/2024 - Present
Sanford C. Bernstein & CO., LLC (SAN FRANCISCO CA)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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