Unclaimed
Dylan Hurt is a financial advisor registered with Charles Schwab & Co., Inc. Dylan has over 6 years of experience in the financial services industry. Dylan holds the Series 7, 6, 63 and 65 licenses. Dylan has also earned the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
KS
05/05/2023 - Present
Charles Schwab & CO., Inc. (Leawood KS)
MO
01/19/2017 - 03/01/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 05/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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