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 in Oregon, OH with over 20 years of experience in the financial services industry. Dustin is registered with Independent Financial Partners and has a wide range of experience in helping clients with financial planning and investment management. Dustin's clients include individuals, families, trusts, pension plans, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OH
03/14/2019 - Present
Independent Financial Partners (Oregon OH)
OH
11/06/2017 - 05/23/2019
LPL FINANCIAL LLC (OREGON OH)
OH
05/18/2006 - 11/07/2017
VOYA FINANCIAL ADVISORS, INC. (OREGON OH)
NY
10/03/2003 - 05/12/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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