Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dalas? Claim Your ProfileDalas Gundersen is a financial advisor with LPL Financial LLC, and has been in the industry since March 10, 1999. Dalas is registered with the state of California and Texas, as well as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Dalas Gundersen has a strong background in financial planning and portfolio management, with previous experience at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. Dalas specializes in serving high net worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/10/2023 - Present
LPL Financial LLC (WILLOWS CA)
CA
05/21/2015 - 02/10/2023
KOVACK SECURITIES INC. (WILLOWS CA)
CA
11/01/1999 - 01/02/2015
EDWARD JONES (WILLOWS CA)
CA
09/09/2011 - 09/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICO CA)
NJ
10/26/1998 - 11/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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