Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Lamar Shafer is a financial advisor with Life Moves Wealth Management. Dale has been in the financial services industry for over 7 years. Dale holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Prior to joining Life Moves Wealth Management, Dale worked as a financial advisor with Ameriprise Financial Services, LLC and UBS 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
06/21/2022 - Present
Life Moves Wealth Management (SCOTTSDALE AZ)
AZ
12/14/2017 - 04/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PHOENIX AZ)
IN
12/15/2015 - 12/13/2017
UBS FINANCIAL SERVICES INC. (MISHAWAKA IN)
BOTH
Issued 07/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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