Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Bruce is a financial advisor with Fidelity Personal and Workplace Advisors. Dustin has over 14 years of experience in the financial services industry and is a Certified Financial Planner. Dustin has been registered with the Securities and Exchange Commission (SEC) since 2009 and holds Series 66, Series 7, and SIE licenses. Dustin is also registered with the Financial Industry Regulatory Authority (FINRA) and has held previous roles with Morgan Stanley, E*TRADE Securities LLC, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Investments, LLC.
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.
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.
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2
UT
05/08/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
01/10/2023 - 03/08/2024
MORGAN STANLEY (Sandy UT)
UT
06/13/2018 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
03/21/2017 - 05/23/2018
J.P. MORGAN SECURITIES LLC (LINDON UT)
AZ
09/24/2010 - 03/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)
AZ
10/09/2009 - 09/27/2010
WELLS FARGO INVESTMENTS, LLC (MESA AZ)
BOTH
Issued 11/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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