Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Kanode is a financial advisor registered with Columbia Management Investment Advisers, LLC. Dustin has over 23 years of experience in the financial services industry. Dustin also has experience with several other financial firms including First Eagle Investment Management, LLC, J.P. Morgan Institutional Investments Inc. and Allianz Global Investors Distributors LLC. Dustin is licensed to provide financial advice in California and Oregon. Dustin specializes in providing investment advice to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies, investment companies, charitable organizations, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
1
2
MA
01/04/2023 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
03/10/2020 - 11/08/2022
FEF DISTRIBUTORS, LLC (NEW YORK NY)
NY
02/13/2015 - 03/02/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
02/14/2011 - 01/16/2015
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
08/30/1999 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 12/20/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dustin Kanode is the right advisor for you? Invested Better is here to help.
