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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Herrold is a financial advisor with Morgan Stanley, a firm with over $1 trillion in assets under management. Dylan has been working in the financial services industry since 2016. Dylan has a diverse range of experience, having worked with clients from different backgrounds, including individuals, families, businesses and institutional clients. Dylan's experience and education make him well-equipped to provide a variety of financial services, including investment management, financial planning, and retirement planning. Prior to joining Morgan Stanley, Dylan worked at E*TRADE SECURITIES LLC and E*TRADE Capital Management LLC, gaining valuable experience in the brokerage and investment management industries. Dylan’s commitment to understanding his clients’ financial needs and providing customized solutions has earned him a reputation for providing high-quality financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/13/2023 - Present
Wealthpenn.comllc (Alpharetta GA)
NJ
01/07/2021 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
GA
01/07/2016 - 10/23/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 8/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/1/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/6/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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