Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Bezalel is a financial advisor with over 18 years of experience in the industry. Dustin is currently registered with Osaic Wealth, Inc. and is also registered with the state of Florida. Dustin has passed multiple FINRA exams including the Series 6, 7, and 26 exams as well as the SIE exam. Dustin holds a Series 65 license and has experience with financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
06/04/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
08/09/2005 - 04/22/2015
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
08/09/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
IA
Issued 07/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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