Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Facey is a registered investment advisor representative with Eagle Strategies LLC. Dale has been in the financial services industry for over 20 years and has a wide range of experience in providing investment advice. Dale holds a Series 7, Series 6, Series 24, and Series 26 license. Dale also holds a Series 66 license, which qualifies them to provide investment advice in the state of Texas. Prior to joining Eagle Strategies LLC, Dale was employed at MMLISI Financial Alliances, LLC, MML Investors Services, Inc., and MML Distributors, LLC. Dale specializes in providing financial planning, pension consulting, and educational seminars. Dale works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Dale's goal is to help their clients achieve their financial goals through sound investment advice.
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.
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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2
TX
09/27/2011 - Present
Eagle Strategies LLC (PLANO TX)
MA
02/21/2007 - 04/23/2009
MMLISI FINANCIAL ALLIANCES, LLC (SPRINGFIELD MA)
MA
07/06/2000 - 04/21/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
01/02/2001 - 07/23/2008
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
BOTH
Issued 09/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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