Unclaimed
Billy Joe Dahle is a registered representative with Allstate Financial Services, LLC and has been in the financial services industry since January 28, 1994. Billy holds the Series 6, 7, 24, 26, 53 and 63 securities licenses. Billy's current registration is with the state of Washington and is active in the Broker-Dealer channel. Billy has prior registration with Sunset Financial Services, Inc. and has worked with clients in Lincoln, Nebraska, Kansas City, Missouri and other locations.
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.
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.
1
2
NE
08/10/2000 - Present
Allstate Financial Services, LLC (Lincoln NE)
MO
01/24/1994 - 08/04/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 06/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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