Invested Better
Unclaimed

Unclaimed

Unclaimed

Dylan Jakob Zupanc

Woodmen Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dylan? Claim Your Profile

About Dylan Jakob Zupanc

Dylan Jakob Zupanc is a financial professional licensed in Pennsylvania, Maryland and Maine. Dylan holds the Series 63, Series 6TO and SIE licenses and is currently employed with Woodmen Financial Services, Inc. Dylan has been in the industry since January 2023.

Firm Information

Dylan Zupanc is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dylan Zupanc’s Registration & Firm History

PA

01/23/2023 - Present

Woodmen Financial Services, Inc. (CRANBERRY TOWNSHIP PA)

Not sure if Dylan Jakob Zupanc is right for you?

Licenses & Designations

BC

Issued 07/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2023

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

BC

Issued 06/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Jakob Zupanc.
Not sure if Dylan Jakob Zupanc is right for you?