Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Baxter is a financial professional with over 2 years of experience in the financial services industry. Dylan is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., operating out of their Camp Hill, PA branch office. Dylan is licensed in Pennsylvania and holds Series 66, 7TO, and SIE licenses. Dylan has experience in financial planning and portfolio management, and is dedicated to providing personalized financial advice to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Camp Hill PA)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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