Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Briquelet is an investment advisor representative with Integrated Wealth Concepts LLC, a firm based in Waltham, MA. Dustin has been in the financial services industry since 1993. Dustin has a strong background in financial planning, portfolio management, and pension consulting. Dustin has been registered with the state of California since 2023. Dustin is dedicated to helping individuals and families achieve their financial goals. Dustin has a strong commitment to providing personalized service and building long-term relationships with clients.
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.
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
CA
02/06/2023 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
CA
07/08/2005 - 12/10/2012
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
NY
01/17/1997 - 07/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/04/1993 - 01/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
07/02/1993 - 09/02/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NA
06/14/1993 - 06/22/1993
REYNOLDS KENDRICK STRATTON, INC.
IA
Issued 10/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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