Unclaimed
Dylan Thomas Fayer is a financial advisor and investment advisor representative who has been in the industry since 2015. Dylan is registered with Cetera Investment Advisers LLC and has experience working with a range of clients, including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Dylan has a strong background in accounting, tax, and investment management. Dylan also offers financial planning, pension consulting, and educational seminars to clients.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/22/2022 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
10/29/2015 - 12/22/2020
NATIONAL SECURITIES CORPORATION (TAMPA FL)
BOTH
Issued 12/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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