Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Michael Wade is a financial advisor registered in California, Kansas, Missouri and Texas. Dustin has been in the industry since January 24, 2000, and is currently associated with Osaic Wealth, Inc. Dustin is a Series 6 and Series 63 licensed individual, having passed the Securities Industry Essentials Examination (SIE) as well as the Investment Company Products/Variable Contracts Representative Examination. Dustin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
1
2
KS
11/02/2018 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (OVERLAND PARK KS)
KS
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OVERLAND PARK KS)
MO
10/31/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NORTH KANSAS CITY MO)
CA
05/01/2003 - 10/31/2003
ZAHORIK COMPANY, INC. (PASADENA CA)
NE
01/29/2001 - 10/31/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
FL
07/28/1999 - 02/01/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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