Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Brooks is a financial professional with over 20 years of experience in the industry. Dylan is a Registered Representative of BFC Planning, Inc. Dylan works with individuals, businesses, and charitable organizations to provide comprehensive financial planning and investment management services. Dylan earned his Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Dylan's prior experience includes positions at Mutual Securities, Inc. and AXA Advisors, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
CO
01/03/2023 - Present
BFC Planning, Inc. (TELLURIDE CO)
CO
11/15/2012 - 12/31/2022
MUTUAL SECURITIES, INC. (TELLURIDE CO)
CO
10/01/2003 - 11/27/2012
AXA ADVISORS, LLC (TELLURIDE CO)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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