Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Shane Deal is a financial advisor with Cetera Investment Advisers LLC based in Taylorsville, North Carolina. Dustin has over 20 years of experience in the financial services industry, previously working at VOYA FINANCIAL ADVISORS, INC. and UBS FINANCIAL SERVICES INC. Dustin is licensed to provide financial advice in multiple states including North Carolina, Texas, Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Michigan, Mississippi, Pennsylvania, and South Carolina. Dustin provides a range of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (TAYLORSVILLE NC)
NC
08/23/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HICKORY NC)
NJ
10/11/2002 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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