Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Thompson is a financial advisor with over 19 years of experience in the financial services industry. Dustin is currently registered with Robert W. Baird & Co. Inc. in Pennsylvania. Dustin has been a financial advisor for over 19 years. Dustin is a Series 6, 7, 63, and 66 licensed professional. Prior to joining Robert W. Baird & Co. Inc., Dustin was employed by Hefren-Tillotson, Inc. from August 2013 to October 2022. Dustin has a strong background in providing financial advice to individuals, families, and businesses. Dustin specializes in a variety of financial services, including retirement planning, investment management, and insurance.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
PA
03/12/2024 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
09/09/2013 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
AZ
06/03/2008 - 08/20/2013
STATE FARM VP MANAGEMENT CORP. (TEMPE AZ)
VA
03/01/2005 - 04/18/2008
NATIONWIDE SECURITIES, INC. (CHRISTIANSBURG VA)
MA
07/26/2004 - 01/24/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 11/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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