Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Scott White is a registered representative with Ameriprise Financial Services, LLC. Dale has been in the financial industry since 1989. Dale is a registered investment advisor and holds a Series 63, Series 65, Series 66, and Series 7 licenses. Prior to joining Ameriprise, Dale was a representative with Investors Security Company, Inc., Kidder, Peabody & Co. Incorporated, Prudential-Bache Securities Inc., and E. F. Hutton & Company Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
VA
10/23/2012 - Present
Ameriprise Financial Services, LLC (Virginia Beach VA)
VA
07/07/1992 - 12/31/2003
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NY
05/14/1990 - 05/18/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
05/15/1984 - 05/23/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
03/24/1980 - 05/15/1984
E. F. HUTTON & COMPANY INC
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/06/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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