Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Kline Black is an Investment Advisor Representative at Global View Capital Management LLC. Dale is a highly experienced financial professional with over 20 years in the industry. Dale’s background includes experience with several firms including, PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC. and WORLD GROUP SECURITIES, INC. Dale specializes in providing financial planning and investment advice for individuals and retirement plans. Dale has held registrations with both the Securities and Exchange Commission (SEC) and various states. Dale's registrations are currently active in Utah and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
UT
01/03/2014 - Present
Global View Capital Management LLC (PLEASANT GROVE UT)
UT
01/02/2014 - 10/11/2022
PURSHE KAPLAN STERLING INVESTMENTS (PLEASANT GROVE UT)
UT
10/20/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (PLEASANT GROVE UT)
UT
04/12/2002 - 10/15/2010
WORLD GROUP SECURITIES, INC. (PLEASANT GROVE UT)
GA
11/29/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2013
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 05/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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