Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Sherwood is a financial advisor with PFS Investments Inc. Dylan has been in the industry since March 2017 and has a Series 6 and Series 63 license. Dylan is registered with the state of California, Louisiana, Oregon, Texas, and Washington. Dylan has experience providing portfolio management for individuals. Dylan's expertise includes helping clients with their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
02/24/2023 - Present
PFS Investments Inc. (DALLAS TX)
TX
03/13/2020 - 12/31/2022
PFS INVESTMENTS INC. (DALLAS TX)
LA
08/14/2018 - 12/31/2019
PFS INVESTMENTS INC. (SHREVEPORT LA)
LA
03/29/2017 - 12/31/2017
PFS INVESTMENTS INC. (SHREVEPORT LA)
BC
Issued 11/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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