Unclaimed
Dylan Stevenson is a financial professional with over 5 years of experience in the industry. Dylan is currently registered with Wells Fargo Securities, LLC in New York, NY. Previously, Dylan was employed at HSBC Securities (USA) Inc., also located in New York. Dylan holds the Series 79, Series 63 and SIE licenses and is registered in 53 states.
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.
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.
1
2
NY
07/03/2021 - Present
Wells Fargo Securities, LLC (New York NY)
NY
10/02/2017 - 01/14/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 10/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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