Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Sailors is a financial advisor with The Ameriflex Group, specializing in providing financial planning and portfolio management services to individuals, families, and businesses. With over 37 years of experience in the financial services industry, Dale is committed to helping clients achieve their financial goals. Dale has a strong track record of success and is a Certified Financial Planner™.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WY
11/20/2023 - Present
THE Ameriflex Group (Laramie WY)
WY
09/05/2003 - 10/13/2023
PRINCIPAL SECURITIES, INC. (LARAMIE WY)
MN
04/10/2000 - 08/26/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/19/1986 - 08/26/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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