Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Hearn is a financial advisor at Concourse Financial Group Securities, Inc. Dale has been in the securities industry since 1987 and has been with Concourse Financial Group Securities, Inc. since 1997. Dale provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Dale is also registered as an investment advisor representative in Pennsylvania and Texas. Dale is a Certified Financial Planner and has earned the Series 7, Series 24, Series 53, Series 63, and Series 72 licenses.
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.
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
TX
01/02/1997 - Present
Concourse Financial Group Securities, Inc. (Spring TX)
NA
01/02/1997 - 01/24/1997
PROEQUITIES, INC.
AZ
10/21/1994 - 12/31/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
09/28/1994 - 10/27/1994
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NA
07/31/1987 - 10/03/1994
MURCHISON INVESTMENT BANKERS, INC.
BC
Issued 10/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/08/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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