Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Sonnenberg is a financial advisor with PFS Investments Inc., licensed to provide financial advice in New York. Dale has been a registered representative since May 14, 2003, focusing on investment company products and variable contracts. Dale has passed Series 6 and Series 63 exams, demonstrating proficiency in the field. In addition to the Series 6 and 63 exams, Dale also holds the Series SIE designation. Dale has been employed by PFS Investments Inc. since September 14, 2012.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
09/14/2012 - Present
PFS Investments Inc. (AMHERST NY)
NY
05/14/2003 - 05/22/2012
PFS INVESTMENTS INC. (AMHERST NY)
BC
Issued 05/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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