Unclaimed
Dylan Minert is a financial professional with over 10 years of experience in the industry. Dylan is currently registered with Tradeweb Direct LLC in New York, New York. Prior to joining Tradeweb Direct LLC, Dylan worked at Tradeweb LLC and Barclays Capital Inc. Dylan holds Series 7, Series 63, and Series 7TO licenses. Dylan is also a registered representative with FINRA.
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
07/01/2019 - Present
Tradeweb Direct LLC (NEW YORK NY)
NY
12/05/2007 - 12/24/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 12/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dylan Minert is the right advisor for you? Invested Better is here to help.