Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Akinla is a financial advisor registered with Morgan Stanley in Purchase, NY. Dale has been in the financial industry since 2002 and holds Series 7, 31, 63 and 66 licenses. Dale has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses. Prior to joining Morgan Stanley, Dale worked at J.P. Morgan Securities Inc. and J.P. Morgan Institutional Investments Inc. Dale specializes in providing a variety of advisory services including financial planning, portfolio management for individuals, businesses, and investment companies, as well as selection of other advisors. Dale is also a member of the investment committee for St. Matthew's Episcopal Church in Bedford, NY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2010 - Present
Morgan Stanley (Purchase NY)
NY
10/01/2008 - 05/06/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/02/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/13/2002 - 08/05/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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