Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Cordell White is a registered representative with Sunbelt Securities, Inc. based in Lexington, Kentucky. Dale has been in the securities industry since 1971 and has experience with various financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisers. Dale is also a registered investment advisor representative in Kentucky. Dale's previous roles include working with Lexington Investment Company, Inc. and Thomson McKinnon Securities Inc.
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.
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.
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2
KY
06/04/2020 - Present
Sunbelt Securities, Inc. (Lexington KY)
KY
11/19/1990 - 09/26/2019
LEXINGTON INVESTMENT COMPANY, INC. (LEXINGTON KY)
NY
09/15/1989 - 01/02/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
07/08/1974 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
01/01/1972 - 08/19/1975
W. E. HUTTON & CO.
BC
Issued 09/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 04/01/1982
PC - AMEX Put and Call Exam
BC
Issued 01/14/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/16/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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