Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Elo is a financial advisor who has been working in the financial industry since November 2006. Dustin is currently registered with Wells Fargo Clearing Services, LLC and has been with them since January 2011. Dustin is also registered with the state of Texas as an investment advisor representative. Dustin's previous employers include WELLS FARGO INVESTMENTS, LLC and WACHOVIA SECURITIES, LLC. Dustin holds a Series 66 license, a Series 7 license, and a SIE exam. Dustin is also a Certified Financial Planner. Dustin specializes in working with individuals, corporations, pension plans, and charitable organizations. Dustin has a strong background in investment consulting and financial planning. Dustin also provides investment consulting services to institutional clients. Dustin's firm, Wells Fargo Clearing Services, LLC, is a large financial services firm that provides a wide range of financial products and services.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
07/09/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PLANO TX)
TX
11/14/2006 - 06/30/2008
WACHOVIA SECURITIES, LLC (PLANO TX)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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