Unclaimed
Dylan Scasserra is a financial advisor with Northwestern Mutual Investment Services, LLC. Dylan is registered in New York and New Jersey. Dylan has been in the industry for 2 years and has experience with Equitable Advisors, LLC, Edward Jones, and Northwestern Mutual Investment Services, LLC. Dylan has passed the Series 7TO, Series 63, Series 66, and SIE exams. Dylan offers investment research and referrals to 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.
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
NY
08/05/2024 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
NY
11/06/2023 - 03/15/2024
EDWARD JONES (SCARSDALE NY)
NY
03/03/2022 - 07/11/2023
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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