Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma. Dustin has been in the financial industry since 2013. Dustin is registered with the state of Oklahoma and Texas and holds Series 65, Series 66, Series 7 and SIE licenses. Dustin offers financial planning, investment advisory, and portfolio management services to individuals, businesses, and retirement plans.
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
OK
12/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (Tulsa OK)
OK
01/07/2016 - 07/03/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (TULSA OK)
OK
01/25/2013 - 12/02/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (TULSA OK)
IA
Issued 05/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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