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 Cebert is a financial advisor with Ameriprise Financial Services, LLC, located in The Villages, FL. Dale has been in the financial services industry since 1998 and has a broad range of experience working with individuals, families, and businesses. Dale holds the Series 6, 7, 9, 10, 24, 26, and 63 securities licenses and is registered with FINRA, as well as the state of Florida, Texas and other states. Dale is also a Chartered Financial Consultant.
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.
Asset allocation services
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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2
FL
08/15/2018 - Present
Ameriprise Financial Services, LLC (The Villages FL)
FL
04/17/2014 - 08/21/2018
FSC SECURITIES CORPORATION (The Villages FL)
FL
06/18/2012 - 04/02/2014
MORGAN STANLEY (THE VILLAGES FL)
FL
09/13/2007 - 06/18/2012
NATIONAL PLANNING CORPORATION (THE VILLAGES FL)
FL
02/08/2002 - 09/18/2007
SECURITIES AMERICA, INC. (THE VILLAGES FL)
CA
02/04/2002 - 02/12/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NE
08/03/2000 - 02/06/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
IN
08/05/1998 - 08/22/2000
CONSECO SECURITIES, INC. (CARMEL IN)
IN
02/20/1998 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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