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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Stahley is a financial advisor in Bluffton, Indiana, with Cetera Investment Advisers LLC. Dustin Stahley has been a registered representative in the securities industry since May 2005 and has been registered as an investment advisor representative since May 2015. Dustin Stahley has a Series 6, 7, 63, and 65 license and the SIE. Dustin Stahley previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp. and Banc One Securities Corporation.
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.
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.
1
2
IN
05/06/2015 - Present
Cetera Investment Advisers LLC (BLUFFTON IN)
IN
10/01/2012 - 04/20/2015
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IN
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBIA CITY IN)
IL
05/18/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 7/7/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 5/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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