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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Osborne is a financial advisor with Commonwealth Financial Network, registered in 11 states including Michigan, Florida, Illinois, Indiana, Kentucky, Missouri, North Carolina, Ohio, South Dakota and Wisconsin. Dustin Osborne has been a registered representative in the securities industry for over 13 years. His experience includes working with AXA Advisors, LLC and Commonwealth Financial Network. Dustin Osborne holds Series 7, Series 66, and SIE licenses, and has a Certified Financial Planner designation. He is also a partner and co-owner of CooperDavis Financial Group, LLC. Dustin Osborne specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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.
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
MI
02/24/2017 - Present
Commonwealth Financial Network (Grand Rapids MI)
MI
01/01/2010 - 03/08/2017
AXA ADVISORS, LLC (GRAND RAPIDS MI)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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