Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin O'Brien is a financial advisor with Edward Jones, a firm that has over $824 billion in assets under management. Dustin has been in the industry for over 10 years and is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative and with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Dustin holds a Series 7 and Series 63 license, as well as a Series 65 license. He is also registered to provide investment advice in multiple states including Pennsylvania, Texas, Arizona, California, and many others. Dustin is dedicated to providing customized financial solutions to individuals, families, and businesses. His specialties include retirement planning, college savings, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
PA
01/09/2019 - Present
Edward Jones (CAMP HILL PA)
PA
11/07/2013 - 01/26/2015
MORGAN STANLEY (YORK PA)
IA
Issued 09/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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