Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Curtis Berry is a financial professional with over 38 years of experience in the financial services industry. Dale is registered with Eagle Strategies LLC and is a Chartered Financial Consultant. Dale has a history of working with individuals, high-net-worth individuals, corporations, and charitable organizations. Dale has experience in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.
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.
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NC
09/06/2023 - Present
Eagle Strategies LLC (RALEIGH NC)
NY
12/22/1999 - 09/03/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
03/15/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
05/03/1999 - 12/02/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/04/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/19/1995 - 04/11/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/19/1995 - 04/11/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
01/28/1985 - 02/03/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 01/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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