Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylon? Claim Your ProfileDylon May is an investment advisor representative with Edelman Financial Engines. Dylon May has been working in the financial industry for over 12 years, and has previously worked at Fidelity Brokerage Services LLC and Credit Suisse Group. Dylon May is registered with the state of North Carolina as an investment advisor representative. Dylon May holds the Series 7TO and Series 66 securities licenses. Dylon May is also registered with the state of Texas as an investment advisor representative.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
NC
07/08/2024 - Present
Edelman Financial Engines (Fayetteville NC)
RI
07/21/2022 - 02/20/2024
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Dylon May is the right advisor for you? Invested Better is here to help.
