Unclaimed
Dylan Scasserra is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Dylan has been a registered investment advisor for 2 years and has 2 years of experience in the financial services industry. Dylan holds the Series 63, Series 66, Series 7TO, and SIE licenses. Dylan has previously worked at Edward Jones and Equitable Advisors, LLC. Dylan is a registered investment advisor in New Jersey and New York. Dylan's current practice focuses on providing 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 9/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/3/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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