Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan McSparren is a financial advisor at Fidelity Personal and Workplace Advisors. Dylan is registered to provide investment advice in 53 states and the District of Columbia. Dylan obtained his Series 63, Series 66 and Series 7TO licenses, and SIE exam in 2022 and 2023. Dylan holds a Bachelor of Arts in Business Administration from Rivier University in Nashua, New Hampshire. The advisor is currently employed at Fidelity Personal and Workplace Advisors in Smithfield, Rhode Island. The firm provides investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. The firm is committed to providing clients with personalized financial advice and services that meet their unique needs.
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.
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.
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.
1
2
RI
10/10/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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