Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Gittleman is a financial advisor with Finalis Securities LLC, a registered broker-dealer. Dylan holds a Series 7, Series 66, and Series 79TO license and has over 6 years of experience in the industry. Dylan has previously worked for IOI Capital and Markets, LLC, and Merrill Lynch.
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.
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2
NY
09/09/2024 - Present
Finalis Securities LLC (New York NY)
NY
07/28/2023 - 07/31/2024
FINALIS SECURITIES LLC (NEW YORK NY)
TX
02/27/2020 - 10/24/2022
IOI CAPITAL AND MARKETS, LLC (HOUSTON TX)
CA
01/29/2018 - 06/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
08/11/2005 - 05/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
NY
03/22/2005 - 05/31/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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