Paige Dustin (CRD# 7432438) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.
CRD# 4074136
Lpl Financial LLC
CRD# 4730451
Ibn Financial Services, Inc.
CRD# 6930817
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Smith Barney LLC | Potsdam, NY | Oct 2021 - Current | 2 |
Clarkson University | Potsdam, NY | Aug 2021 - Oct 2021 | < 1 |
Clarkson University | Potsdam, NY | Sep 2017 - Aug 2021 | 3 |
Dunkin Donuts | Malone, NY | May 2021 - Jun 2021 | < 1 |
Unemployed | Malone, NY | Jul 2017 - Sep 2017 | < 1 |
The Adirondack Trust Company | Saratoga Springs, NY | Oct 2016 - Jul 2017 | < 1 |
Olive Garden | Queensbury, NY | Jun 2016 - Oct 2016 | < 1 |
Unemployed | South Glens Falls, NY | Apr 2016 - Jun 2016 | < 1 |
Alex And Ani | Saratoga Springs, NY | Nov 2015 - Apr 2016 | < 1 |
Bath And Body Works | Saratoga Springs, NY | Sep 2013 - Nov 2015 | 2 |
Wswhe Boces | Hudson Falls, NY | Jan 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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