Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Jones is a financial advisor with AssuredPartners Investment Advisors, LLC. Dustin has been in the financial industry since 2013. Dustin holds the Series 6, 7, and 63 licenses. He is also a Certified Financial Planner. Dustin has a strong focus on providing financial planning services to individuals and businesses. Dustin has experience working with clients of all types, including high-net-worth individuals, businesses, and individuals other than high-net-worth. Dustin previously worked for Securities America, Inc. and Investcorp, 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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
NC
10/21/2022 - Present
Assuredpartners Investment Advisors (Wake Forest NC)
NC
07/17/2020 - 07/06/2021
SECURITIES AMERICA, INC. (Wake Forest NC)
NC
01/07/2014 - 07/17/2020
INVESTACORP, INC. (Wake Forest NC)
NC
07/03/2013 - 11/25/2013
SECU BROKERAGE SERVICES (APEX NC)
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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