Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Lee Thebo is a financial advisor who has been working in the industry since July 13, 2019. Dustin is currently registered with Principal Securities, Inc. and is also registered in Arkansas, California, Indiana, Oklahoma and Texas. Dustin has passed the Series 6, Series 63 and SIE exams. Dustin has experience working with individuals, corporations, high net worth individuals, trusts and charitable organizations. Dustin is a part of the firm’s financial planning and investment management teams. Previously, Dustin worked for State Farm VP Management Corp. and Wells Fargo Clearing Services, 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
06/07/2022 - Present
Principal Securities, Inc. (Fort Worth TX)
IL
01/22/2020 - 11/15/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
08/21/2018 - 09/19/2019
WELLS FARGO CLEARING SERVICES, LLC (WESTWORTH VILLAGE TX)
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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