Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Thomas Freund is a registered representative with Packerland Brokerage Services, Inc. Dale has been in the securities industry since July 26, 1994. Dale is a Series 7 and Series 63 licensed representative. Dale also holds the Securities Industry Essentials (SIE) designation. Dale has previous experience with Royal Alliance Associates, Inc. and First Midwest Securities, Inc. Dale specializes in a wide range of investment products and services including stocks, bonds, mutual funds, and ETFs.
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
WI
12/14/2018 - Present
Packerland Brokerage Services, Inc. (MIDDLETON WI)
WI
03/10/2015 - 12/20/2018
ROYAL ALLIANCE ASSOCIATES, INC. (MIDDLETON WI)
WI
12/01/1994 - 04/17/2015
FIRST MIDWEST SECURITIES, INC. (MIDDLETON WI)
WI
07/27/1994 - 12/05/1994
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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