Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Burdick is a financial professional with over 8 years of experience in the financial services industry. Dylan has held positions with several prominent firms including Capital One Investing, LLC, PURSHE KAPLAN STERLING INVESTMENTS, and Capital Client Group, Inc. Dylan is registered with FINRA as a registered representative (Series 7) and holds a Series 63 and Series 65 license. Dylan is currently registered as an Investment Advisor Representative with Capital Client Group, Inc.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
07/12/2023 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
VA
08/10/2016 - 03/26/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
12/01/2014 - 01/27/2016
PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)
IA
Issued 04/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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