Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Davis is a financial advisor with Moelis & Co. LLC. Dylan is based in Los Angeles, California. Dylan has been in the financial services industry since 2018 and has held previous roles at Raymond James & Associates, Inc., Cascadia Capital, LLC, and First Beverage Advisors, LLC. Dylan holds the Series 63, Series 7TO, Series 79TO, and SIE licenses and is registered in California.
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.
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2
CA
11/05/2021 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
08/25/2021 - 10/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (Los Angeles CA)
CA
03/27/2018 - 05/25/2018
CASCADIA CAPITAL, LLC (Los Angeles CA)
CA
02/09/2018 - 03/05/2018
FIRST BEVERAGE ADVISORS, LLC (Los Angeles CA)
BC
Issued 09/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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