Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Zepeda is a registered representative with Charles Schwab & CO., Inc. based in Westlake, TX. Dylan is active in the financial industry since June 2023. Dylan has Series 7TO and SIE exams, along with Series 66. Dylan is registered in 51 states plus the District of Columbia and is actively registered with FINRA and the state of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/01/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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