Unclaimed
Dustin Stanley is a financial advisor with NEW Wave Wealth Advisors. Dustin has been in the industry for 15 years, and holds Series 6, 7, 63, 66 and SIE licenses. Dustin's professional experience includes previous roles at PURSHE KAPLAN STERLING INVESTMENTS, ARVEST WEALTH MANAGEMENT, and BANC OF AMERICA INVESTMENT SERVICES, INC. Dustin is registered to provide investment advice in Arkansas, Louisiana, Texas and Wyoming. Dustin is a financial planner and manages portfolios for individuals, businesses and pension plans.
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.
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
AR
11/08/2023 - Present
NEW Wave Wealth Advisors (Springdale AR)
AR
06/08/2022 - 09/27/2023
PURSHE KAPLAN STERLING INVESTMENTS (Springdale AR)
AR
09/15/2009 - 04/24/2019
ARVEST WEALTH MANAGEMENT (HUNTSVILLE AR)
AR
09/29/2007 - 09/08/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROGERS AR)
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law 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 01/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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