Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Engel is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since 1988. Dale has a broad range of experience and is committed to providing personalized financial advice to clients. Dale has held previous roles with Sagepoint Financial, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, Woodbury Financial Services, Inc., Allied Group Merchant Banking Corporation, Fortis Investors, Inc., and Polaris Financial Services, Inc.. Dale has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Dale works with individual clients, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
NE
09/01/2023 - Present
Osaic Wealth, Inc. (HASTINGS NE)
NE
07/01/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HASTINGS NE)
NE
08/01/2008 - 07/01/2020
NATIONWIDE SECURITIES, LLC (FAIRFIELD NE)
NE
06/14/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (FAIRFIELD NE)
NE
05/18/1999 - 06/14/2007
WOODBURY FINANCIAL SERVICES, INC. (FAIRFIELD NE)
OH
01/04/1997 - 05/27/1999
ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)
MN
02/08/1993 - 12/31/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NH
05/30/1990 - 12/31/1992
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
06/13/1988 - 06/12/1990
ALLIED GROUP SECURITIES CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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