Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Ricord is a registered representative with Cuso Financial Services, LP, and is actively registered in Utah. Dylan has been in the industry since 2023. Dylan holds the Series 7, SIE, and 66 licenses and is a Registered Investment Advisor (RIA) with the state of Utah. Dylan works with a wide range of clients, including individuals, corporations, and charitable organizations. Dylan provides financial planning, pension consulting, educational seminars, and selection of other advisers. Dylan has been a successful business professional with prior experience in financial institutions. Dylan has a strong understanding of the financial markets and can help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
UT
05/28/2024 - Present
Cuso Financial Services, LP (Salt Lake City UT)
UT
11/03/2023 - 03/26/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 05/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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