Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Soutas is a registered investment advisor representative with Foundations Investment Advisors LLC. Dale Soutas is also licensed in California and Texas and has been in the industry for over two decades. Dale Soutas has experience with both Mutual Securities, Inc. and Metropolitan Investment Securities, Inc. Dale Soutas is a member of the Series 7, Series 63 and Series 65 exams. Dale Soutas is a Registered Representative. In addition, Dale Soutas is also a licensed insurance agent. Dale Soutas works with individuals, high net worth individuals, corporations, and other businesses. The focus of Dale Soutas's practice is financial planning, educational seminars, and selection of other advisors. Dale Soutas is available to provide investment advice, including portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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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AZ
09/08/2022 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
CA
12/16/2003 - 08/19/2004
MUTUAL SECURITIES, INC. (CAMARILLO CA)
WA
09/12/2000 - 12/16/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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