Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale A. Pope has been in the financial services industry since 1983 and is currently a Registered Representative with IP Financial Advisory Services LLC. Dale A. Pope is registered in New Jersey, North Carolina, and Pennsylvania, with over 20 years of experience in the investment industry. Dale A. Pope offers financial planning, portfolio management for individuals and businesses, and consulting services to qualified retirement 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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
NC
10/30/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
PA
01/13/2012 - 11/03/2020
MERCAP SECURITIES, LLC (PAOLI PA)
MA
05/20/2005 - 10/26/2010
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
LA
12/16/2001 - 09/16/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
03/31/1997 - 01/10/2002
CITCO-QUAKER FUND DISTRIBUTORS, INC. (MALVERN PA)
PA
12/04/1987 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
07/13/1983 - 09/17/1987
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION
BC
Issued 08/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 04/13/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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