Unclaimed
Dylan Cox is a registered representative with Finalis Securities LLC and is licensed in California, Delaware, Florida, Georgia, and Virginia. Dylan specializes in providing investment banking and private securities offerings advice. Dylan has been in the industry since February 14, 2024 and holds Series 63, Series 79TO, Series 82TO, and SIE licenses.
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.
1
2
NY
02/15/2024 - Present
Finalis Securities LLC (New York NY)
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/15/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dylan Cox is the right advisor for you? Invested Better is here to help.