Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Lawrence Bradley is a financial advisor with over 34 years of experience in the financial services industry. Dale has a long history with Edward Jones, having worked there for 23 years before joining Raymond James Financial Services Advisors, Inc. in 2013. Dale holds multiple licenses and registrations, including Series 63, 66, 7, 9, 10, and SIE. Dale is registered to provide investment advice in 28 states and the District of Columbia. Dale provides a range of financial services including investment advisory, financial planning, and portfolio management. Dale's areas of expertise include working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
05/10/2013 - Present
Raymond James Financial Services Advisors, Inc. (EVANSTON IL)
IL
10/25/1989 - 05/02/2013
EDWARD JONES (EVANSTON IL)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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