Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Schwartz is a Certified Financial Planner who has been in the financial industry since 2019. Dylan currently works at MAI Capital Management, LLC and has a Series 7TO, SIE and Series 66 license. Before MAI Capital Management, LLC, Dylan worked at Larson Financial Securities, LLC and Wells Fargo Advisors Financial Network, LLC. Dylan specializes in working with individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
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.
Percentage of non-investment income
1
2
OH
09/06/2024 - Present
MAI Capital Management, LLC (CLEVELAND OH)
MO
10/28/2021 - 08/12/2024
LARSON FINANCIAL SECURITIES, LLC (ST. LOUIS MO)
MO
09/22/2020 - 10/04/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (JACKSON MO)
BOTH
Issued 11/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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