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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 Shane Deal is a financial advisor with Cetera Investment Advisers LLC. Dustin has over 20 years of experience in the financial services industry. Dustin is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 66, and SIE license. Dustin has worked at Cetera, Voya Financial Advisors, and UBS Financial Services, Inc.. Dustin specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. He is registered to provide investment advice in 14 states, including Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Michigan, Mississippi, North Carolina, Pennsylvania, South Carolina, and 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.
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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