Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Allred is a financial advisor with Northwestern Mutual Investment Services, LLC. Dylan has been in the financial services industry since 2018. Dylan has a Series 7, Series 63, and Series 66 license and the SIE exam. Dylan is registered to provide investment advice in Alabama, California, Colorado, Florida, Georgia, Maryland, and Texas. Dylan has previously worked at Fidelity Brokerage Services LLC and Navy Federal Brokerage Services, LLC. Dylan holds a Bachelor of Science degree in Finance from the University of Alabama.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (PENSACOLA FL)
FL
10/07/2021 - 09/23/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
09/20/2018 - 08/09/2021
NAVY FEDERAL BROKERAGE SERVICES, LLC (PENSACOLA FL)
NC
07/03/2017 - 08/31/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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