Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Matthew Rivera is a financial advisor registered with Equitable Advisors, LLC and is currently active in the financial industry for approximately 1 year. Dylan is registered in California, Georgia, Illinois, Indiana, Michigan, New York, and Texas. Dylan specializes in various financial areas including insurance, mutual funds, variable life insurance, investment advisory services, and other products and services. Dylan holds Series 7TO, SIE, and Series 66 licenses and has experience with various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing 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.
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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NY
01/03/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
BOTH
Issued 02/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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