Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Russell Skinner is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Dale has been in the industry since 1998. Dale has experience with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Prior to joining Raymond James & Associates, Inc., Dale worked at INTERSECURITIES, INC., QUICK & REILLY, INC., CUNA BROKERAGE SERVICES, INC., OLDE DISCOUNT CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Dale has passed several industry exams including Series 3, Series 7, Series 99TO, and SIE.
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.
Please see note in schedule d - miscellaneous
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
FL
03/28/2001 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
07/27/2000 - 03/27/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
05/05/2000 - 07/20/2000
QUICK & REILLY, INC. (NEW YORK NY)
IA
10/01/1999 - 05/01/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MI
10/14/1998 - 10/05/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
MN
05/28/1998 - 09/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/28/1998 - 09/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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