Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan White is a financial professional with over 20 years of experience in the financial services industry. Dylan has a strong track record of success in providing financial advice and investment management services to clients. Dylan is currently registered with Finalis Securities LLC and previously worked with firms such as AltAccess Securities Company, L.P., Emerson Equity LLC, S2K Financial LLC, and others. Dylan holds several industry licenses and certifications, including the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Dylan is committed to providing his clients with the highest level of personalized service and financial expertise.
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
03/19/2024 - Present
Finalis Securities LLC (New York NY)
TX
09/21/2022 - 11/03/2023
ALTACCESS SECURITIES COMPANY, L.P. (DALLAS TX)
CA
10/25/2019 - 09/20/2022
EMERSON EQUITY LLC (SAN MATEO CA)
FL
09/06/2018 - 09/27/2019
S2K FINANCIAL LLC (ORLANDO FL)
CA
09/16/2016 - 09/07/2018
STIRA CAPITAL MARKETS GROUP, LLC (IRVINE CA)
IL
03/13/2015 - 07/28/2016
ALLSTATE FINANCIAL SERVICES, LLC (Northbrook IL)
IL
02/26/2015 - 07/27/2016
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
PA
08/02/2013 - 02/27/2015
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
CA
01/11/2011 - 01/15/2013
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
IL
01/05/2010 - 01/18/2011
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
FL
06/19/2009 - 01/06/2010
METLIFE SECURITIES INC. (FT. MYERS FL)
PA
11/27/2007 - 01/14/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
CO
04/27/2006 - 11/28/2007
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
04/29/2005 - 04/25/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CA
02/13/2003 - 04/29/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
10/22/2002 - 01/02/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
11/02/2001 - 09/27/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 11/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dylan White is the right advisor for you? Invested Better is here to help.
