Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustie jo? Claim Your ProfileDustie jo Goncalves is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 15 years of experience in the industry. Dustie jo Goncalves holds the Series 7 and Series 63 licenses and has been registered with the firm since July 2009. Prior to joining Stifel, Nicolaus & Company, Inc., Dustie jo Goncalves worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/09/2009 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
01/01/2008 - 07/09/2009
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
03/20/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEVERLY HILLS CA)
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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