Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Puruczky is a financial advisor with over 30 years of experience in the industry. Dale is currently registered as an investment advisor representative with Stratos Wealth Partners, Ltd. in Beachwood, Ohio. Dale has experience with a wide range of financial services, including portfolio management, financial planning, and pension consulting. Dale is committed to providing personalized financial advice to help clients 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.
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.
Percentage of assets under management with third party managers
1
2
OH
10/03/2014 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
FL
04/09/2001 - 05/21/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
11/02/1998 - 05/29/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
05/09/1996 - 10/22/1998
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
11/17/1995 - 05/13/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
04/15/1994 - 11/28/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 04/14/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
10/08/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
OH
03/04/1992 - 08/28/1992
BEACHWOOD INVESTMENTS, INC. (BEACHWOOD OH)
IA
Issued 04/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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