Unclaimed
Dustin Gaj is a registered investment advisor representative with Amundi Asset Management US, Inc., based in Boston, MA. Dustin has been in the industry since 1998 and holds a Series 7, Series 63, and Series 66 license. Dustin also holds the Securities Industry Essentials (SIE) exam. Dustin provides investment advice to clients in a variety of areas, including portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Prior to joining Amundi, Dustin worked at PNC Capital Markets, LLC and PNC Funds Distributor, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/24/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
PA
03/05/2020 - 02/11/2021
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
MO
11/27/2012 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (CLAYTON MO)
MO
03/16/1998 - 03/09/2007
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
BOTH
Issued 03/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dustin Gaj is the right advisor for you? Invested Better is here to help.