Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Andrew Beed is a financial advisor with over 37 years of experience in the financial services industry. Dale is currently registered with Wells Fargo Clearing Services, LLC and has been with them since September 2022. Dale has previously held positions with Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and UBS Financial Services Inc. Dale specializes in providing financial advice and investment management services to a diverse clientele, including individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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
09/26/2022 - Present
Wells Fargo Clearing Services, LLC (LA JOLLA CA)
CA
06/01/2009 - 10/06/2022
MORGAN STANLEY (La Jolla CA)
CA
05/30/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LA JOLLA CA)
CA
01/29/1990 - 06/13/2008
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
NA
10/24/1988 - 02/03/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
10/07/1987 - 02/03/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
08/08/1986 - 10/06/1987
FIRST WALL STREET CORP.
NA
10/23/1985 - 07/15/1986
BARABAN SECURITIES, INC.
IA
Issued 09/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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