Unclaimed
Dale L. Roberts has been working in the financial services industry since 2006. Dale is currently registered with Farmers Financial Solutions, LLC in Utah, Idaho, Oregon and Wyoming. Dale holds Series 6, Series 63 and SIE securities licenses.
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.
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2
UT
05/18/2006 - Present
Farmers Financial Solutions, LLC (HARRISVILLE UT)
BC
Issued 06/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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