Unclaimed
Dylan Mac duff Hunter is a financial advisor at Wells Fargo Clearing Services, LLC. Dylan has been in the financial industry since 2000. Dylan's experience includes working at WELLS FARGO INVESTMENTS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Dylan is registered to provide securities related services in Utah. Dylan is licensed to provide investment advice to individual clients, high net worth individuals, trusts, corporations, charitable organizations and pension plans.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
UT
08/20/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
MN
04/19/2000 - 08/02/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/2000 - 08/02/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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