Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dusty? Claim Your ProfileDusty Treat is a financial professional who has been in the industry since May 2006. Dusty Treat is a registered representative of State Farm Investment Management Corp. Dusty Treat has experience working with investment companies and has been recognized as a Chartered Financial Consultant. Dusty Treat is registered in Oklahoma and Texas and holds the Series 6, Series 63 and SIE exams. Dusty Treat is also the owner of Dusty Treat's Insurance Agency in Moore, OK.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OK
09/30/2024 - Present
State Farm Investment Management Corp. (Moore OK)
TX
09/20/2005 - 08/05/2018
HORACE MANN INVESTORS, INC. (Garland TX)
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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