Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Rettenmeier is a registered investment advisor with Equitable Advisors, LLC. Dale has been in the financial services industry since 1981. Dale is currently registered with the state of Iowa as an Investment Advisor Representative (IAR) and has a Series 65 license. Dale is also registered with the following states: Colorado, Florida, Hawaii, Iowa, Michigan, and Wisconsin. Dale has worked with various clients, including corporations, individuals, and charitable organizations. Dale is affiliated with Equitable Advisors, LLC, which is headquartered in New York, New York. The firm offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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IA
10/11/1999 - Present
Equitable Advisors, LLC (CEDAR RAPIDS IA)
NY
06/06/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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