Unclaimed
Dale Bruce Eichman is a financial professional with over 40 years of experience in the industry. Dale is registered as a Registered Investment Advisor (RIA) in California and Texas, with a broad network of clients throughout the United States. Dale is affiliated with Cetera Investment Advisers LLC, a leading financial services company. Dale is committed to providing personalized financial guidance, and he specializes in financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (Los Angeles CA)
NA
07/26/1981 - 07/07/1983
FSC SECURITIES CORPORATION
NA
12/19/1979 - 08/03/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BC
Issued 8/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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