Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Shannon is a registered investment advisor representative with Fisher Investments in Plano, TX. Dylan has been working in the industry since 2018. Dylan holds the Series 66, Series 7, and SIE licenses. Dylan has previously worked at AXA Advisors, LLC in San Francisco, CA. Dylan has a background in finance and has worked in the investment industry for several years. Dylan specializes in portfolio management, financial planning, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/13/2023 - Present
Fisher Investments (SAN MATEO CA)
CA
09/27/2018 - 03/31/2020
AXA ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 11/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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