Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Edward Wondisford is an investment advisor representative currently registered with Gradient Advisors, LLC. Dale has been in the industry for over 11 years. Dale holds Series 6 and SIE licenses as well as a Series 65. Dale is also a registered Investment Advisor Representative in Florida. Dale was previously registered with Securian Financial Services, Inc. and Princor Financial Services Corporation. Dale's prior experience also includes work with Minnesota Life, Omni Financial Services Inc, Virtue Capital Management, LLC, and Medigap Supplement Headquarters. Gradient Advisors, LLC is a registered investment advisor, managing assets for individuals, high-net-worth individuals, and corporations. The firm has clients in the United States.
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.
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.
Referral fees
1
2
MN
06/22/2023 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
FL
02/04/2013 - 11/20/2014
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
07/13/2012 - 01/22/2013
PRINCOR FINANCIAL SERVICES CORPORATION (MAITLAND FL)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2014
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Dale Wondisford is the right advisor for you? Invested Better is here to help.
