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 an investment advisor representative with Eagle Strategies LLC. Dale has been in the financial services industry for over 38 years, and is registered with the state of North Carolina. Dale is a Chartered Financial Consultant and holds Series 6, 7, 24, and SIE licenses. Dale has previously worked with MONY Securities Corporation, Trusted Securities Advisors Corp, Park Avenue Securities LLC, Guardian Investor Services Corporation, MetLife Securities Inc, Metropolitan Life Insurance Company, and Mutual of Omaha Investor Services, Inc. Dale's specializations include investment advisory services, financial planning, portfolio management for individuals, pension consulting, and educational seminars.
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 1/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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