Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin James Stahley is a financial advisor who has been in the industry since 2005. Dustin is currently registered with Cetera Investment Advisers LLC. Dustin has been registered with Cetera since 2015. Previously Dustin was registered with 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 07/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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