Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Darr is a financial advisor registered with Raymond James & Associates, Inc., a firm with more than $1 billion in assets under management. Dale has been in the financial services industry since 2013 and holds the Series 66, SIE, and Series 7 licenses. Prior to joining Raymond James & Associates, Inc., Dale worked at Fifth Third Securities, Inc., Wells Fargo Clearing Services, LLC, and BB&T Investment Services, Inc. Dale offers financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/18/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/18/2019 - 09/27/2022
FIFTH THIRD SECURITIES, INC. (INDIAN SHORES FL)
FL
06/06/2016 - 08/21/2019
WELLS FARGO CLEARING SERVICES, LLC (SAINT PETE BEACH FL)
FL
06/02/2015 - 05/19/2016
BB&T INVESTMENT SERVICES, INC. (CLEARWATER FL)
FL
05/09/2013 - 05/29/2015
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 07/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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