Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Corapi is a registered investment advisor representative at Equity Services, Inc.. Dylan has been in the financial services industry for 2 years. Dylan is registered with the state of New York and is active in both the broker-dealer and investment advisor scope. Dylan has passed the Series 66, Series 7TO, and SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NY
08/01/2024 - Present
Equity Services, Inc. (PITTSFORD NY)
BOTH
Issued 07/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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