Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Lewis Tait is a financial advisor at Foundations Investment Advisors LLC. Dustin has been in the financial services industry for over 10 years. Dustin has a variety of experience in the industry, including working at firms like Ameriprise Financial Services, LLC, Triton Pacific Securities, LLC, Compass Securities Corporation and J.P. Morgan Institutional Investments Inc. Dustin has passed the Series 66, Series 3, Series 7 and Series 30 exams. Dustin specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
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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AZ
06/24/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
FL
02/16/2021 - 03/08/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Naples FL)
CA
03/06/2020 - 07/29/2020
TRITON PACIFIC SECURITIES, LLC (IRVINE CA)
MA
05/21/2019 - 02/24/2020
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
NY
12/02/2015 - 03/13/2019
ALT FUND DISTRIBUTORS LLC (New York NY)
NY
06/01/2015 - 08/07/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
04/04/2014 - 05/26/2015
NEUBERGER BERMAN LLC (NEW YORK NY)
BOTH
Issued 02/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 3 - National Commodity Futures Examination
BC
Issued 04/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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