Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Patrick Reed is a financial professional with over 2 years of experience in the industry. Dylan currently holds a Series 63, Series 7TO, and Series 57TO license and is registered with RBC Capital Markets, LLC in New York. Prior to their current role, Dylan worked at BARCLAYS CAPITAL INC. in New York, where they were registered from August 2020 to September 2021. RBC Capital Markets, LLC is a leading provider of investment banking, capital markets, and wealth management services. The firm has a long history of serving a wide range of clients, including individuals, institutions, and corporations.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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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2
NY
09/15/2021 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
08/22/2020 - 09/23/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 09/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2020
Series 57TO - Securities Trader Exam
BC
Issued 08/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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