Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Patrick Curington is a financial professional with over 20 years of experience in the industry. Currently, Dale is registered with Charles Schwab & Co., Inc. in Omaha, Nebraska. Previously, Dale was registered with TD AMERITRADE, INC. and TD AMERITRADE CLEARING, INC. in Omaha, Nebraska. Dale has a broad range of experience and holds several licenses and registrations including Series 3, 4, 7, 24, 52TO, 63, and 66.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
09/01/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/16/2009 - 09/01/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
04/29/2015 - 06/16/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
05/23/2006 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NE
08/11/2005 - 05/31/2006
NEW ENGLAND SECURITIES (OMAHA NE)
MN
08/03/2004 - 07/25/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/03/2004 - 07/25/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
01/19/1999 - 01/23/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 08/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2016
Series 4 - Registered Options Principal Examination
BC
Issued 08/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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