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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 Robert Kesterson is an active investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2023. Dylan Robert Kesterson previously worked for Park Avenue Securities LLC from October 2017 to April 2018. Dylan Robert Kesterson has passed the Series 7, Series 66, and Series 63 exams. Dylan Robert Kesterson has specializations in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Selection of Other Advisers, and Educational Seminars. Dylan Robert Kesterson is also registered as an Investment Advisor Representative in the state of Florida.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
06/01/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
10/06/2017 - 04/24/2018
PARK AVENUE SECURITIES LLC (TAMPA FL)
BC
Issued 08/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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