Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Randazzo is a financial advisor registered with Wells Fargo Clearing Services, LLC. Dylan has 7 years of experience in the financial services industry. Dylan has passed the Series 6, 7TO, 63, and 65 exams. Dylan has been registered with Wells Fargo Clearing Services, LLC. since May 2021. Previously, Dylan was a registered representative with Ameriprise Financial Services, LLC. and Hornor, Townsend & Kent, Inc.. Dylan specializes in providing investment advisory services to individuals, businesses, and high-net-worth clients. Dylan is also registered in 26 states.
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
NH
05/24/2021 - Present
Wells Fargo Clearing Services, LLC (PORTSMOUTH NH)
NH
06/13/2018 - 05/24/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PORTSMOUTH NH)
MA
10/20/2016 - 11/09/2017
HORNOR, TOWNSEND & KENT, INC. (WALTHAM MA)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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