Unclaimed
Dustin Andrew Kouffman is a registered investment advisor representative with First Horizon Advisors, Inc. Dustin has been in the industry since 2005, working previously with MML Investors Services, LLC. Dustin holds the Series 6, 7, 24, 62, 63 and 65 licenses.
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
NC
03/20/2017 - Present
First Horizon Advisors, Inc. (WINSTON SALEM NC)
NC
09/05/2005 - 03/27/2017
MML INVESTORS SERVICES, LLC (WINSTON-SALEM NC)
IA
Issued 03/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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