Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Kluender is a financial advisor at Ritholtz Wealth Management. Dylan has been in the industry since 2015 and holds Series 7 and Series 66 licenses. Dylan specializes in providing financial advice and portfolio management services to individuals, corporations, and high-net-worth individuals. Dylan has worked with a variety of clients, including those with retirement plans, investment portfolios, and insurance needs. Dylan is committed to providing personalized financial advice and helping 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.
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.
Good advice; liftoff - automated advisory services
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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NY
03/29/2021 - Present
Ritholtz Wealth Management (NEW YORK NY)
NY
08/23/2017 - 06/03/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Smithtown NY)
NY
04/15/2016 - 07/13/2016
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
NY
09/03/2015 - 05/10/2016
MAXIM GROUP LLC (WOODBURY NY)
BOTH
Issued 08/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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