Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Thomas is a financial advisor with Cambridge Investment Research Advisors, Inc. Dylan has been in the financial industry for 4 years. Dylan is registered as a Registered Representative and Investment Advisor Representative in the state of Michigan. Dylan has earned the Certified Financial Planner designation. Dylan is a financial advisor that works with individuals, trusts, estates, and retirement plans. Dylan has experience working with clients on financial planning, retirement planning, insurance and college planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Jackson MI)
BOTH
Issued 07/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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