Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Squeo is an Investment Advisor Representative at Citigroup Global Markets Inc. Dylan has been in the industry since 2014 and has experience with various firms including CNR Securities, LLC, Northwestern Mutual Investment Services, LLC, and Global Arena Capital Corp. Dylan provides investment advice for individuals, businesses, pension plans, and charitable organizations. Dylan's areas of expertise include Asset Allocation Advice, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, and Portfolio Management for Businesses and Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/30/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
01/04/2018 - 12/12/2021
CNR SECURITIES, LLC (NEW YORK NY)
NY
03/27/2015 - 10/26/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
03/14/2014 - 04/23/2014
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
IA
Issued 03/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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