Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Allen Garrett is a financial advisor at Credit Union Investment Services, a firm headquartered in Raleigh, North Carolina. Dustin has over 10 years of experience in the financial services industry. Dustin is a Registered Representative and Investment Advisor Representative. Dustin holds the following licenses and certifications: Series 66, Series 24, Series 6TO, SIE, and Series 7. Dustin specializes in financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
10/03/2017 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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