Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Rollins Rudman is a financial professional with over 20 years of experience in the securities industry. Dustin is a Certified Financial Planner™ and holds Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Dustin currently works as a Registered Representative at GWN Securities Inc. Dustin previously worked at MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, Garden State Securities, Inc., and First Montauk Securities Corp. Dustin specializes in providing financial planning, portfolio management, and market timing services to individual clients. Dustin is also an independent insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/20/2018 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
03/25/2017 - 08/23/2018
MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
02/09/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BARNEGAT NJ)
NY
02/09/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/15/2003 - 01/03/2007
GARDEN STATE SECURITIES, INC. (WALL TWP NJ)
NJ
05/26/2003 - 07/16/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 04/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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