Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Marie Breault is a financial advisor at Capital Analysts. Dale has been in the financial services industry since 1992 and has a broad range of experience in providing investment advice to individuals, families, and businesses. Dale is also a member of the Finance Counsel for Saint John the Evangelist Church. Dale is a Registered Representative (RR) and Investment Advisor Representative (IAR) and holds the Series 6, 7, 26, 63 and 66 licenses. Dale is registered to sell securities in Connecticut, Florida, Massachusetts, Minnesota, and New York. Dale is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
MA
07/24/2019 - Present
Capital Analysts (Feeding Hills MA)
PA
02/09/2005 - 04/02/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MN
02/08/2001 - 11/12/2004
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
PA
12/15/1999 - 12/11/2000
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
07/11/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
CT
05/06/1998 - 06/15/1999
AELTUS CAPITAL, INC (HARTFORD CT)
CT
06/23/1994 - 03/12/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
ME
02/28/1994 - 05/25/1994
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
02/09/1993 - 03/04/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
04/02/1991 - 01/22/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 07/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dale Breault is the right advisor for you? Invested Better is here to help.
