Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Alexander is a financial advisor with over 13 years of experience in the financial services industry. Dustin is currently registered with Wells Fargo Clearing Services, LLC. Prior to that, Dustin was registered with Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC. Dustin holds the Series 7, Series 66, and SIE licenses. He specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Dustin is also registered to provide investment advisory services in Texas.
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.
Investment consulting services to institutional clients
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
TX
06/15/2018 - Present
Wells Fargo Clearing Services, LLC (DECATUR TX)
TX
11/10/2016 - 06/18/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
TX
01/03/2011 - 11/16/2016
WELLS FARGO ADVISORS, LLC (BEDFORD TX)
TX
12/08/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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