Unclaimed
Dustin Madden is a registered representative with Bok Financial Securities, Inc. Dustin has been in the financial services industry since July 10, 1997, with experience at Crews & Associates, Inc. Dustin is licensed to sell securities in 37 states. Dustin is a municipal securities representative, holding the Series 52TO license, and has also obtained the Series 63, Series 7 and SIE licenses. Dustin's specializations include providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
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.
1
2
AR
06/28/2007 - Present
BOK Financial Securities, Inc. (Little Rock AR)
AR
07/10/1997 - 06/26/2007
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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