Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Leroy Mathes is a financial advisor with over 30 years of experience in the industry. Dale is registered with PFS Investments Inc. and has been with them since 1989. Dale holds a Series 6, Series 26, and Series 63 license and has worked with clients in a variety of areas, including portfolio management for individuals. Dale is licensed in Arkansas, California, Florida, Louisiana, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/20/1989 - Present
PFS Investments Inc. (SAN ANGELO TX)
BC
Issued 06/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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