Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Handley is a financial advisor at Cambridge Investment Research Advisors, Inc., based in Coralville, IA. Dale has over 11 years of experience in the financial services industry. Dale's expertise includes financial planning, portfolio management, and investment services. Dale also offers services to a wide range of clients, including individuals, families, and businesses. Dale is committed to helping 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/19/2020 - Present
Cambridge Investment Research Advisors, Inc. (Coralville IA)
IA
07/18/2012 - 05/29/2020
VOYA FINANCIAL ADVISORS, INC. (CORALVILLE IA)
BOTH
Issued 07/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dale Handley is the right advisor for you? Invested Better is here to help.
