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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 Fier is a financial advisor with Fidelity Personal AND Workplace Advisors. Dustin has been in the financial industry since 2008, and has a strong background in investment planning and financial consulting. Dustin holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Dustin also holds the Certified Financial Planner designation. Dustin has experience working with individuals, families, and businesses. Dustin is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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.
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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2
ME
08/05/2020 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND ME)
ME
09/23/2014 - 07/17/2020
COMMONWEALTH FINANCIAL NETWORK (CUMBERLAND FORESIDE ME)
CO
08/30/2010 - 08/22/2014
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
WI
06/23/2008 - 08/05/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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