Unclaimed
Dale Westermark is a financial advisor with Cetera Advisor Networks LLC. Dale has been in the financial services industry since 1993 and is registered in twelve states. Dale has a Series 7 and Series 63 license and holds the SIE designation. Prior to Cetera Advisor Networks LLC, Dale was with First Financial Equity Corporation, Primevest Financial Services, Inc., Fintegra, LLC, Marquette Financial Group, Inc., and Primevest Financial Services, Inc.
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.
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.
1
2
MT
04/20/2022 - Present
Cetera Advisor Networks LLC (BILLINGS MT)
MT
01/20/2010 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (BILLINGS MT)
MT
12/09/2006 - 01/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (BILLINGS MT)
MT
09/17/2001 - 12/15/2006
FINTEGRA, LLC (HARDIN MT)
MN
01/08/1999 - 08/16/2001
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
11/12/1993 - 12/31/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 11/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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