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Dylan Earl Wade

Transamerica Capital, Inc.

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About Dylan Earl Wade

Dylan Wade is a financial professional with experience in the securities industry. Dylan currently works with Transamerica Capital, Inc., a firm based in St. Petersburg, FL. Dylan holds the Series 6TO, Series 7TO, and SIE licenses. Dylan has previously worked with Equitable Advisors, LLC in Dallas, TX.

Firm Information

Dylan Wade is currently registered with Transamerica Capital, Inc.. Transamerica Capital, Inc. is a Corporation formed on March 14, 1977 and approved in 53 states and the SEC. The firm is registered to provide investment advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

140

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dylan Wade’s Registration & Firm History

FL

07/18/2023 - Present

Transamerica Capital, Inc. (St. Petersburg FL)

TX

01/31/2023 - 03/10/2023

EQUITABLE ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 07/18/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Earl Wade.
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