Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Robert Powers is a financial advisor with over 25 years of experience in the industry. Dale is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC, and has worked with various financial institutions, including John Hancock, Signator Investors, Inc., NYLife Distributors LLC, CCO Investment Services Corp., and Manulife Financial Securities LLC. Dale's experience spans various areas including investment advisory, financial planning, and pension consulting. Dale is committed to providing personalized financial guidance to help individuals and families 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.
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.
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2
MA
03/14/2021 - Present
Global Retirement Partners LLC (Boston MA)
MA
04/14/2015 - 10/02/2017
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
MA
04/14/2015 - 07/06/2016
SIGNATOR INVESTORS, INC. (WESTWOOD MA)
MA
04/05/2005 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
RI
09/20/2002 - 02/15/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
03/24/2000 - 03/15/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
MA
06/28/1999 - 04/20/2000
FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)
NY
11/18/1996 - 11/23/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
09/29/1993 - 02/06/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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