Unclaimed
Dustin Matthew Klass is a financial advisor with The Leaders Group, Inc. in LITTLETON, CO. Dustin has been in the financial industry since 2013 and has experience working for several firms including P.J. ROBB VARIABLE, LLC, Lincoln Financial Securities Corporation, and MML INVESTORS SERVICES, INC. Dustin is registered with the state of California, Idaho, and Nevada.
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.
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.
1
2
CO
05/17/2023 - Present
THE Leaders Group, Inc. (LITTLETON CO)
TN
06/29/2019 - 05/15/2023
P.J. ROBB VARIABLE, LLC (MEMPHIS TN)
CA
04/11/2011 - 02/27/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (PLEASANTON CA)
CA
05/22/2006 - 11/01/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (PLEASANTON CA)
MA
11/29/2005 - 03/02/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 06/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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