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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Rue is a financial advisor at Empirical Wealth Management. Dustin has been in the financial services industry since 2008 and holds the Series 66, Series 31 and Series 7 licenses. Dustin has been a Certified Financial Planner since 2008. Dustin has worked at several firms in the Portland, Oregon area, including TD Ameritrade, E*TRADE Securities LLC and Morgan Stanley. Dustin is registered with the state of California, Oregon and Washington. Dustin is also an affiliated Insurance Producer for Empirical Insurance, LLC and provides insurance planning services.
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.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OR
04/18/2022 - Present
Empirical Wealth Management (Portland OR)
OR
01/27/2016 - 04/22/2022
E*TRADE SECURITIES LLC (Portland OR)
OR
05/10/2013 - 01/25/2016
TD AMERITRADE, INC. (PORTLAND OR)
OR
10/01/2012 - 04/29/2013
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
01/30/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
OR
03/10/2011 - 01/09/2012
AXA ADVISORS, LLC (PORTLAND OR)
OR
09/18/2009 - 02/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
06/01/2009 - 09/22/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
09/16/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
BOTH
Issued 10/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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