Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Patrick Morris is a financial advisor with over 8 years of experience in the financial services industry. Dustin is registered with LPL Financial LLC and has a Series 7, Series 63 and Series 66 licenses. He has previously worked with INVEST Financial Corporation and PrimeVest Financial Services, Inc. Dustin has a history of providing financial advice to individuals, corporations and other businesses. Dustin also provides financial planning, pension consulting 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
02/14/2018 - Present
LPL Financial LLC (FERGUS FALLS MN)
MN
11/15/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (FERGUS FALLS MN)
MN
11/26/2003 - 08/11/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 01/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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