Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Robert Chmiel is a financial advisor currently registered with LPL Financial LLC in Buffalo, New York. Dylan has been in the financial services industry since June 2015, holding prior registrations with M&T Securities, Inc. and Foresters Financial Services, Inc. Dylan holds several industry licenses including Series 6, 7, 24, 26, 51, 63, 65, SIE, and 99TO. In addition to his work as a financial advisor, Dylan also works part-time at CSL Plasma in Lackawanna, NY.
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.
Consulting and other non-discretionary advisory services
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
NY
11/04/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
01/02/2018 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
NY
06/25/2015 - 12/31/2017
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
IA
Issued 12/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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