Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Elizabeth Lewis is a financial professional with Avantax Advisory Services, providing financial planning and investment advisory services to individuals, corporations, and trusts. Dale has been in the financial industry since 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional. Dale holds a Series 66 license and has a strong understanding of financial planning principles. Dale has previous experience with LPL Financial LLC and H&R Block. Dale is committed to providing personalized financial advice and strategies to help 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
03/23/2020 - Present
Avantax Advisory Services (Tewksbury MA)
MA
11/27/2018 - 03/09/2020
LPL FINANCIAL LLC (WALTHAM MA)
BOTH
Issued 01/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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