Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Steven Sheller is a registered representative with The Baker Group, LP, a firm headquartered in Oklahoma City. Dale Steven Sheller holds a Series 7 license and is also licensed in Series 63. Dale Steven Sheller's focus is on investment strategies for financial institutions and other institutional investors. Dale Steven Sheller has been in the industry since September 27, 2016.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
OK
09/28/2016 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dale Sheller is the right advisor for you? Invested Better is here to help.
