Unclaimed
Dylan Dluhos is an investment advisor representative with Equitable Advisors, LLC and is currently registered with the state of Florida, North Carolina, and Pennsylvania. Dylan also has Series 63, 65, and 7 securities licenses, along with the SIE exam. Dylan has been in the financial industry since August 2011, working for AXA Advisors, LLC, PNC Investments, and Key Investment Services, LLC. Dylan specializes in financial planning and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
02/19/2019 - Present
Equitable Advisors, LLC (PITTSBURGH PA)
PA
05/04/2017 - 08/21/2018
KEY INVESTMENT SERVICES LLC (Pittsburgh PA)
PA
10/17/2014 - 05/02/2017
PNC INVESTMENTS (HARMAR PA)
PA
02/11/2011 - 10/02/2014
AXA ADVISORS, LLC (SEVEN FIELDS PA)
IA
Issued 02/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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