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Dale Wayne Stanley

Bankers Life Securities, Inc.

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About Dale Wayne Stanley

Dale Wayne Stanley is a financial advisor who has been in the industry since January 20, 2015. Dale Stanley is currently registered with Bankers Life Securities, Inc. and has a Series 63, Series 6TO, SIE, Series 15, Series 3, and Series 7 license. Dale Stanley is registered in California. Dale Stanley has previously worked at SHEARSON LEHMAN HUTTON INC., PAINEWEBBER INCORPORATED, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, E. F. HUTTON & COMPANY INC, INVESTORS FINANCIAL SERVICES, INCORPORATED, and M. S. WIEN & CO., INC..

Firm Information

Dale Stanley is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dale Stanley’s Registration & Firm History

CA

05/23/2023 - Present

Bankers Life Securities, Inc. (Irvine CA)

NA

02/12/1987 - 06/05/1989

SHEARSON LEHMAN HUTTON INC.

NA

11/24/1986 - 12/19/1986

PAINEWEBBER INCORPORATED

NA

02/05/1985 - 11/19/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

07/06/1983 - 01/22/1985

E. F. HUTTON & COMPANY INC

NA

07/17/1981 - 08/29/1984

INVESTORS FINANCIAL SERVICES, INCORPORATED

NA

10/19/1981 - 07/25/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

11/25/1980 - 06/08/1982

M. S. WIEN & CO., INC.

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Licenses & Designations

BC

Issued 06/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/29/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 10/22/1983

Series 3 - National Commodity Futures Examination

BC

Issued 11/15/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dale Wayne Stanley. Review regulatory record here.
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