Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Costello is a financial professional with over 30 years of experience in the financial services industry. Dale is a Certified Financial Planner™ professional and holds Series 7, Series 63 and Series 65 licenses. Dale is currently registered with Ameriprise Financial Services, LLC and previously held positions with Avantax Investment Services, Inc., Cetera Financial Specialists LLC, and Cetera Investment Services LLC. Dale provides a range of financial services, including financial planning, asset allocation, portfolio management and educational seminars. Dale works with a diverse range of clients, including individuals, trusts/estates, corporations/other businesses, high net worth individuals, insurance companies, charitable organizations, and pension and profit sharing plans.
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.
Asset allocation services
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.
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2
IL
11/20/2024 - Present
Ameriprise Financial Services, LLC (WARRENVILLE IL)
IL
02/18/2020 - 06/28/2024
AVANTAX INVESTMENT SERVICES, INC. (Arlington Heights IL)
IL
11/01/2017 - 02/21/2020
CETERA FINANCIAL SPECIALISTS LLC (PARK RIDGE IL)
IL
12/10/2015 - 07/21/2017
CETERA INVESTMENT SERVICES LLC (Lincolnshire IL)
IL
09/18/2014 - 09/29/2015
PNC INVESTMENTS (PARK RIDGE IL)
IL
09/18/2013 - 09/05/2014
LPL FINANCIAL LLC (ELK GROVE VILLAGE IL)
IL
11/13/2012 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (BLOOMINGDALE IL)
IL
04/04/2000 - 12/05/2012
AMERITAS INVESTMENT CORP. (ARLINGTON HEIGHTS IL)
NC
02/04/1999 - 05/15/2000
PEGASUS CAPITAL INVESTMENTS LC (GREENSBORO NC)
IL
01/14/1997 - 12/31/1998
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
CT
09/11/1995 - 10/25/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IL
08/06/1994 - 02/03/1995
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
VA
08/07/1992 - 04/29/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
12/03/1991 - 06/05/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
12/12/1989 - 11/20/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/12/1989 - 11/20/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
08/19/1988 - 06/03/1989
REPUBLIC SECURITIES, INC.
NA
04/19/1988 - 08/09/1988
SHELTER ROCK SECURITIES CORP.
IA
Issued 10/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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