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 Seeling is a financial advisor at LPL Financial LLC in Green Bay, WI. Dale has over 20 years of experience in the financial services industry. Dale is registered with the state of Wisconsin as an Investment Advisor Representative. Dale also holds the Series 7 and Series 66 licenses. Before working at LPL Financial LLC, Dale was a Registered Representative at Packerland Brokerage Services, Inc. and worked for Harbour Investments, Inc. Dale's expertise includes financial planning, consulting, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
12/17/2021 - Present
LPL Financial LLC (GREEN BAY WI)
WI
01/05/2004 - 12/31/2020
PACKERLAND BROKERAGE SERVICES, INC. (OCONTO FALLS WI)
WI
09/24/2001 - 12/31/2003
HARBOUR INVESTMENTS, INC. (MADISON WI)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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