Unclaimed
Dustin Green is a financial advisor with Cetera Investment Advisers LLC. Dustin has been in the industry since September 2014 and has worked with Spencer Financial Services, Inc., Cetera Advisors LLC, and Cetera Investment Advisers LLC. Dustin is registered to offer investment advice in 27 states and has licenses from FINRA and the state of Missouri. Dustin has a Series 66 license and is licensed to sell insurance in Missouri. Dustin specializes in financial planning, pension consulting, and portfolio management.
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.
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
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (LIBERTY MO)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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