Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Ness is a financial advisor who has been working in the industry since 2005. He currently works at Raymond James Financial Services Advisors, Inc. and has been registered with the firm since May 2019. Dustin is a Certified Financial Planner and holds licenses for both securities and investment advisory services in various states. Prior to joining Raymond James Financial Services Advisors, Inc., Dustin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Stiefel, Nicolaus & Company, Incorporated. Dustin provides a variety of services to his clients, including financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Sandusky OH)
OH
01/15/2010 - 05/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANDUSKY OH)
OH
01/13/2006 - 01/21/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SANDUSKY OH)
MO
01/10/2005 - 01/24/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 02/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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