Dylan Schefske

Dylan Schefske: Email & Phone Number

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Registered Client Service Associate I, Truist Investment Services Inc. at Truist Wealth|Atlanta Metropolitan Area, United States

Position:

Registered Client Service Associate I, Truist Investment Services Inc. at Truist Wealth

Location:

Atlanta Metropolitan Area, United States

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Last updated: 2026-06-10
Updated: 2026-06-10

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Work Experience 3 years

Registered Client Service Associate I, Truist Investment Services Inc. at Truist Wealth

Jan 2024 - Current

Financial Advisor at The Piedmont Group

Sep 2023 - Dec 2023

Financial Services Professional at The Piedmont Group

Jun 2023 - Sep 2023

Dylan Schefske started working in 2023, then the employee has changed 1 company and 2 jobs. On average, Dylan Schefske works for one company for 1 year.

Their professional focus is Communication, Creative Problem Solving, and Jupyter across 3 core areas.

Dylan holds 12-GA-62 - Variable Products License, Series 66 - Uniform Combined State Law, and Series 7 - General Securities Representative Exam certifications.

Education

Online CFP Certification Education Program at University of Georgia - Terry College of Business

Bachelor's degree at University of Georgia - Franklin College of Arts and Sciences

Brookwood High School

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