Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Edwin Peterson is a financial advisor with over 39 years of experience in the industry. Dale has a Series 6, Series 63 and SIE license. Dale currently works for Cambridge Investment Research Advisors, Inc. Dale has previously worked for H. Beck, Inc., American General Securities Incorporated and Franklin Financial Services Corporation. Dale specializes in financial planning, retirement planning, and investment management. Dale is committed to providing personalized service and helping clients reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
09/23/2019 - Present
Cambridge Investment Research Advisors, Inc. (Sidney OH)
OH
05/02/2008 - 09/25/2019
H. BECK, INC. (SIDNEY OH)
OH
10/01/2002 - 05/06/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SIDNEY OH)
TX
05/12/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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