Unclaimed
Dale Lee Roberts is a financial professional with State Farm VP Management Corp. based in Bloomington, IL. Dale has been in the financial industry since March 27, 2019 and is registered with FINRA. Dale has passed the Series 6, 26, and 51 exams.
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
IL
03/28/2019 - Present
State Farm VP Management Corp. (BLOOMINGTON IL)
BC
Issued 08/08/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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