Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Warren Inglett is a financial professional with over 40 years of experience in the financial services industry. Dale is currently registered with Cetera Investment Advisers LLC and has been in this role since June 2023. Prior to this, Dale was registered with Independent Financial Group, LLC from February 2018 to February 2023. Dale has been registered with the Securities and Exchange Commission (SEC) since November 1980 and holds various licenses and certifications, including Series 4, 7, 24, 63, and 66. Dale specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (Billings MT)
MT
02/15/2018 - 02/22/2023
INDEPENDENT FINANCIAL GROUP, LLC (Billings MT)
MT
10/07/1993 - 02/23/2018
LPL FINANCIAL LLC (BILLINGS MT)
CA
05/31/1989 - 10/06/1993
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
CA
09/13/1983 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
05/03/1982 - 09/06/1983
BOETTCHER & COMPANY
NA
03/24/1982 - 05/26/1982
SHEARSON LOEB RHOADES INC.
NA
11/21/1980 - 03/26/1982
FOSTER & MARSHALL INC.
BOTH
Issued 5/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/2/1991
Series 4 - Registered Options Principal Examination
BC
Issued 5/22/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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