Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Konicek is an advisor with Osaic Wealth, Inc. Dale has over 30 years of experience in the financial services industry. Dale holds a Ph.D. and teaches business courses. Dale has a special focus on financial planning, portfolio management for individuals and businesses, 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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2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (Houston TX)
TX
04/18/2019 - 11/03/2023
FSC SECURITIES CORPORATION (Houston TX)
TX
11/15/2004 - 04/18/2019
CAPITAL FINANCIAL SERVICES, INC. (Houston TX)
MI
01/07/1999 - 11/15/2004
MAGELLAN SECURITIES INC (HARPER WOODS MI)
IA
05/27/1997 - 12/31/1998
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TX
07/24/1995 - 06/02/1997
IMS SECURITIES, INC. (HOUSTON TX)
KS
03/23/1992 - 07/31/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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