Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Alan Frank is a financial advisor with over 30 years of experience in the industry. Dale is currently registered with Madison Avenue Securities, LLC and holds several licenses including Series 6, 7, 63 and SIE. Dale is also a registered representative with FINRA. Dale's previous experience includes roles with Bedminster Financial Group, Limited, Anchor National Financial Services, Inc., New England Securities Corporation, The Prudential Insurance Company of America and Pruco Securities Corporation.
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.
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.
1
2
MA
11/22/2016 - Present
Madison Avenue Securities, LLC (Sunderland MA)
PA
01/24/2008 - 12/31/2014
BEDMINSTER FINANCIAL GROUP, LIMITED (HOLICONG PA)
NA
09/24/1986 - 06/15/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
02/21/1986 - 10/07/1986
NEW ENGLAND SECURITIES CORPORATION
NA
05/10/1982 - 01/24/1986
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
08/11/1982 - 01/22/1986
PRUCO SECURITIES CORPORATION
BC
Issued 02/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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